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Grantvest Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Grantvest Financial Group’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 		$794K Buy
7,886
+1,347
+21% +$135K 0.46% 46
2026
Q1 		$658K Sell
6,539
-2,890
-31% -$291K 0.43% 53
2025
Q4 		$946K Sell
9,429
-22,325
-70% -$2.24M 0.61% 38
2025
Q3 		$3.2M Sell
31,754
-19,121
-38% -$1.92M 2.21% 4
2025
Q2 		$5.12M Sell
50,875
-3,929
-7% -$395K 3.8% 3
2025
Q1 		$5.52M Buy
54,804
+1,258
+2% +$126K 4.48% 3
2024
Q4 		$5.37M Buy
+53,546
New +$5.38M 6% 1

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Grantvest Financial Group's SGOV Position: Q2 2026 in Review

Grantvest Financial Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 21% in Q2 2026, buying an estimated $135K and bringing the position to 7,886 shares worth $794K. The position accounts for 0.46% of the portfolio, ranked #46.

Grantvest Financial Group first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.52M in Q1 2025. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Grantvest Financial Group held 7,886 shares of iShares 0-3 Month Treasury Bond ETF worth $794K as of Q2 2026.
  • Grantvest Financial Group bought 1,347 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $135K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.46% of Grantvest Financial Group's portfolio in Q2 2026, its #46 holding.
  • Grantvest Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Grantvest Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $5.52M in Q1 2025.
  • 1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.