GWN Securities’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

GWN Securities’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	$624K	Sell	6,194 -1,563	-20%	-$157K	0.1%	252
2026 Q1	$781K	Sell	7,757 -26	-0.3%	-$2.61K	0.15%	174
2025 Q4	$781K	Sell	7,783 -640	-8%	-$64.3K	0.16%	156
2025 Q3	$849K	Sell	8,423 -1,714	-17%	-$172K	0.2%	126
2025 Q2	$1.02M	Sell	10,137 -27,298	-73%	-$2.74M	0.19%	120
2025 Q1	$3.76M	Buy	37,435 +32,927	+730%	+$3.31M	0.21%	122
2024 Q4	$453K	Buy	+4,508	New	+$453K	0.12%	173

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

GWN Securities's SGOV Position: Q2 2026 in Review

GWN Securities reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 20% in Q2 2026, selling an estimated $157K and leaving 6,194 shares worth $624K. The position accounts for 0.1% of the portfolio, ranked #252.

GWN Securities first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.76M in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

GWN Securities held 6,194 shares of iShares 0-3 Month Treasury Bond ETF worth $624K as of Q2 2026.
GWN Securities sold 1,563 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $157K.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of GWN Securities's portfolio in Q2 2026, its #252 holding.
GWN Securities first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's iShares 0-3 Month Treasury Bond ETF position peaked at $3.76M in Q1 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.