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

HB 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	$433K	Sell	4,301 -548	-11%	-$55.1K	﹤0.01%	1181
2026 Q1	$488K	Buy	+4,849	New	+$487K	﹤0.01%	991
2025 Q4	–	Sell	-2,110	Closed	-$212K	–	1446
2025 Q3	$212K	Buy	+2,110	New	+$212K	﹤0.01%	1248
2025 Q2	–	Sell	-2,872	Closed	-$289K	–	1283
2025 Q1	$289K	Buy	+2,872	New	+$289K	﹤0.01%	986

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

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

HB Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q2 2026, selling an estimated $55.1K and leaving 4,301 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

HB Wealth Management first reported a position in SGOV in Q1 2025 and has held it in 4 quarters since. The position peaked at $488K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

HB Wealth Management held 4,301 shares of iShares 0-3 Month Treasury Bond ETF worth $433K as of Q2 2026.
HB Wealth Management sold 548 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $55.1K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1181 holding.
HB Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 4 quarters since.
HB Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $488K in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.