Hanover Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Hanover Advisors’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	$448K	Sell	4,447 -1,078	-20%	-$108K	0.16%	75
2026 Q1	$556K	Hold	5,525	–	–	0.23%	63
2025 Q4	$555K	Hold	5,525	–	–	0.22%	60
2025 Q3	$556K	Sell	5,525 -50	-0.9%	-$5.03K	0.22%	57
2025 Q2	$561K	Buy	5,575 +50	+0.9%	+$5.03K	0.23%	50
2025 Q1	$556K	Buy	5,525 +2,093	+61%	+$210K	0.24%	47
2024 Q4	$344K	Hold	3,432	–	–	0.14%	64
2024 Q3	$346K	Sell	3,432 -205	-6%	-$20.6K	0.15%	68
2024 Q2	$366K	Sell	3,637 -1,070	-23%	-$108K	0.16%	64
2024 Q1	$474K	Buy	4,707 +2,553	+119%	+$257K	0.2%	57
2023 Q4	$216K	Buy	+2,154	New	+$216K	0.11%	80

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

Hanover Advisors's SGOV Position: Q2 2026 in Review

Hanover Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 20% in Q2 2026, selling an estimated $108K and leaving 4,447 shares worth $448K. The position accounts for 0.16% of the portfolio, ranked #75.

Hanover Advisors first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $561K in Q2 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Hanover Advisors held 4,447 shares of iShares 0-3 Month Treasury Bond ETF worth $448K as of Q2 2026.
Hanover Advisors sold 1,078 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $108K.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of Hanover Advisors's portfolio in Q2 2026, its #75 holding.
Hanover Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Hanover Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $561K in Q2 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Hanover Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.