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Great Valley Advisor Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Great Valley Advisor 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 		$4.95M Buy
49,172
+2,401
+5% +$241K 0.08% 227
2026
Q1 		$4.71M Buy
46,771
+15,220
+48% +$1.53M 0.09% 205
2025
Q4 		$3.17M Buy
31,551
+10,577
+50% +$1.06M 0.06% 257
2025
Q3 		$2.11M Buy
20,974
+1,079
+5% +$108K 0.04% 323
2025
Q2 		$2M Buy
19,895
+2,577
+15% +$259K 0.04% 317
2025
Q1 		$1.74M Buy
17,318
+3,320
+24% +$334K 0.04% 337
2024
Q4 		$1.4M Buy
13,998
+1,000
+8% +$100K 0.03% 380
2024
Q3 		$1.31M Buy
12,998
+6,852
+111% +$689K 0.03% 382
2024
Q2 		$619K Buy
6,146
+1,753
+40% +$176K 0.02% 485
2024
Q1 		$442K Sell
4,393
-367
-8% -$36.9K 0.01% 519
2023
Q4 		$477K Sell
4,760
-540
-10% -$54.2K 0.02% 471
2023
Q3 		$534K Buy
+5,300
New +$532K 0.02% 423

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

Great Valley Advisor Group's SGOV Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.1% in Q2 2026, buying an estimated $241K and bringing the position to 49,172 shares worth $4.95M. The position accounts for 0.08% of the portfolio, ranked #227.

Great Valley Advisor Group first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. 1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Great Valley Advisor Group held 49,172 shares of iShares 0-3 Month Treasury Bond ETF worth $4.95M as of Q2 2026.
  • Great Valley Advisor Group bought 2,401 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $241K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of Great Valley Advisor Group's portfolio in Q2 2026, its #227 holding.
  • Great Valley Advisor Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.