Golden State Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Golden State Wealth Management’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	$3.25M	Sell	32,310 -4,342	-12%	-$437K	0.3%	79
2026 Q1	$3.69M	Sell	36,652 -10,608	-22%	-$1.07M	0.4%	48
2025 Q4	$4.74M	Buy	47,260 +2,495	+6%	+$251K	0.5%	38
2025 Q3	$4.51M	Sell	44,765 -1,396	-3%	-$140K	0.5%	38
2025 Q2	$4.65M	Sell	46,161 -4,490	-9%	-$451K	0.57%	32
2025 Q1	$5.1M	Sell	50,651 -263	-0.5%	-$26.4K	0.76%	27
2024 Q4	$5.11M	Buy	+50,914	New	+$5.11M	0.77%	25

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

Golden State Wealth Management's SGOV Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q2 2026, selling an estimated $437K and leaving 32,310 shares worth $3.25M. The position accounts for 0.3% of the portfolio, ranked #79.

Golden State Wealth Management first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.11M in Q4 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Golden State Wealth Management held 32,310 shares of iShares 0-3 Month Treasury Bond ETF worth $3.25M as of Q2 2026.
Golden State Wealth Management sold 4,342 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $437K.
iShares 0-3 Month Treasury Bond ETF made up 0.3% of Golden State Wealth Management's portfolio in Q2 2026, its #79 holding.
Golden State Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $5.11M in Q4 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.