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

Greenwich 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	$3.44M	Sell	34,126 -118,868	-78%	-$12M	0.13%	89
2026 Q1	$15.4M	Buy	152,994 +50,735	+50%	+$5.1M	0.63%	29
2025 Q4	$10.3M	Buy	102,259 +30,360	+42%	+$3.05M	0.46%	37
2025 Q3	$7.24M	Buy	71,899 +40,841	+131%	+$4.11M	0.36%	39
2025 Q2	$3.13M	Sell	31,058 -26,620	-46%	-$2.68M	0.15%	67
2025 Q1	$5.81M	Sell	57,678 -22,439	-28%	-$2.26M	0.44%	33
2024 Q4	$8.04M	Sell	80,117 -31,209	-28%	-$3.14M	0.57%	28
2024 Q3	$11.2M	Buy	111,326 +27,988	+34%	+$2.81M	0.76%	19
2024 Q2	$8.39M	Sell	83,338 -7,567	-8%	-$761K	0.61%	24
2024 Q1	$9.15M	Buy	90,905 +765	+0.8%	+$76.9K	0.73%	21
2023 Q4	$9.04M	Sell	90,140 -31,632	-26%	-$3.18M	0.89%	18
2023 Q3	$12.3M	Sell	121,772 -9,642	-7%	-$968K	1.3%	12
2023 Q2	$13.2M	Sell	131,414 -8,330	-6%	-$836K	1.39%	10
2023 Q1	$14.1M	Buy	139,744 +11,396	+9%	+$1.14M	1.53%	10
2022 Q4	$12.9M	Buy	128,348 +16,668	+15%	+$1.67M	1.41%	11
2022 Q3	$11.2M	Buy	+111,680	New	+$11.2M	1.19%	11

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

Greenwich Wealth Management's SGOV Position: Q2 2026 in Review

Greenwich Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 78% in Q2 2026, selling an estimated $12M and leaving 34,126 shares worth $3.44M. The position accounts for 0.13% of the portfolio, ranked #89.

Greenwich Wealth Management first reported a position in SGOV in Q3 2022 and has held it in 16 quarters since. The position peaked at $15.4M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Greenwich Wealth Management held 34,126 shares of iShares 0-3 Month Treasury Bond ETF worth $3.44M as of Q2 2026.
Greenwich Wealth Management sold 118,868 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $12M.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of Greenwich Wealth Management's portfolio in Q2 2026, its #89 holding.
Greenwich Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Greenwich Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $15.4M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.