GHP Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

GHP Investment Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$683K	Sell	6,780 -1,849	-21%	-$186K	0.03%	295
2026 Q1	$869K	Buy	8,629 +474	+6%	+$47.6K	0.04%	285
2025 Q4	$819K	Buy	8,155 +3,378	+71%	+$339K	0.03%	288
2025 Q3	$481K	Buy	4,777 +321	+7%	+$32.3K	0.02%	309
2025 Q2	$449K	Buy	4,456 +2,458	+123%	+$247K	0.02%	309
2025 Q1	$201K	Sell	1,998 -1,578	-44%	-$159K	0.01%	376
2024 Q4	$359K	Sell	3,576 -2,318	-39%	-$233K	0.02%	324
2024 Q3	$594K	Buy	5,894 +5,469	+1,287%	+$550K	0.03%	291
2024 Q2	$42.8K	Buy	425 +27	+7%	+$2.71K	﹤0.01%	514
2024 Q1	$40.1K	Buy	398 +199	+100%	+$20K	﹤0.01%	518
2023 Q4	$20K	Hold	199	–	–	﹤0.01%	575
2023 Q3	$20K	Hold	199	–	–	﹤0.01%	600
2023 Q2	$20K	Buy	+199	New	+$20K	﹤0.01%	584

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GHP Investment Advisors's SGOV Position: Q2 2026 in Review

GHP Investment Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 21% in Q2 2026, selling an estimated $186K and leaving 6,780 shares worth $683K. The position accounts for 0.03% of the portfolio, ranked #295.

GHP Investment Advisors first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $869K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

GHP Investment Advisors held 6,780 shares of iShares 0-3 Month Treasury Bond ETF worth $683K as of Q2 2026.
GHP Investment Advisors sold 1,849 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $186K.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of GHP Investment Advisors's portfolio in Q2 2026, its #295 holding.
GHP Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
GHP Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $869K in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.