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

Hobbs Group 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	$1.12M	Buy	11,136 +509	+5%	+$51.2K	0.29%	60
2026 Q1	$1.07M	Buy	10,627 +825	+8%	+$82.9K	0.32%	54
2025 Q4	$984K	Sell	9,802 -9,903	-50%	-$995K	0.3%	60
2025 Q3	$1.98M	Sell	19,705 -2,152	-10%	-$216K	0.62%	32
2025 Q2	$2.2M	Buy	21,857 +7,608	+53%	+$765K	0.75%	25
2025 Q1	$1.43M	Buy	14,249 +2,368	+20%	+$238K	0.55%	33
2024 Q4	$1.19M	Buy	11,881 +1,514	+15%	+$152K	0.45%	44
2024 Q3	$1.04M	Sell	10,367 -620	-6%	-$62.3K	0.37%	45
2024 Q2	$1.11M	Buy	+10,987	New	+$1.1M	0.42%	41

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

Hobbs Group Advisors's SGOV Position: Q2 2026 in Review

Hobbs Group Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.8% in Q2 2026, buying an estimated $51.2K and bringing the position to 11,136 shares worth $1.12M. The position accounts for 0.29% of the portfolio, ranked #60.

Hobbs Group Advisors first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.2M in Q2 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Hobbs Group Advisors held 11,136 shares of iShares 0-3 Month Treasury Bond ETF worth $1.12M as of Q2 2026.
Hobbs Group Advisors bought 509 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $51.2K.
iShares 0-3 Month Treasury Bond ETF made up 0.29% of Hobbs Group Advisors's portfolio in Q2 2026, its #60 holding.
Hobbs Group Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Hobbs Group Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.2M in Q2 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.