Guild Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Guild Investment 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	$393K	Hold	3,900	–	–	0.27%	40
2026 Q1	$393K	Hold	3,900	–	–	0.28%	32
2025 Q4	$391K	Hold	3,900	–	–	0.29%	36
2025 Q3	$393K	Hold	3,900	–	–	0.31%	37
2025 Q2	$393K	Hold	3,900	–	–	0.34%	38
2025 Q1	$393K	Buy	3,900 +500	+15%	+$50.3K	0.41%	35
2024 Q4	$341K	Sell	3,400 -100	-3%	-$10K	0.37%	33
2024 Q3	$353K	Sell	3,500 -1,350	-28%	-$136K	0.39%	35
2024 Q2	$488K	Buy	+4,850	New	+$488K	0.56%	35
2024 Q1	–	Sell	-5,030	Closed	-$504K	–	52
2023 Q4	$504K	Buy	+5,030	New	+$505K	0.8%	34

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

Guild Investment Management's SGOV Position: Q2 2026 in Review

Guild Investment Management held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 3,900 shares worth $393K. The position accounts for 0.27% of the portfolio, ranked #40.

Guild Investment Management first reported a position in SGOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $504K in Q4 2023. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Guild Investment Management held 3,900 shares of iShares 0-3 Month Treasury Bond ETF worth $393K as of Q2 2026.
Guild Investment Management left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.27% of Guild Investment Management's portfolio in Q2 2026, its #40 holding.
Guild Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Guild Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $504K in Q4 2023.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Guild Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.