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

Hollow Brook 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	$108M	Buy	1,077,270 +1,041,576	+2,918%	+$105M	21.54%	1
2026 Q1	$3.59M	Sell	35,694 -788	-2%	-$79.2K	0.92%	29
2025 Q4	$3.66M	Sell	36,482 -11,539	-24%	-$1.16M	0.95%	28
2025 Q3	$4.84M	Buy	48,021 +5,944	+14%	+$598K	1.14%	27
2025 Q2	$4.24M	Buy	+42,077	New	+$4.23M	1.23%	26

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

Hollow Brook Wealth Management's SGOV Position: Q2 2026 in Review

Hollow Brook Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2,918% in Q2 2026, buying an estimated $105M and bringing the position to 1,077,270 shares worth $108M. The position accounts for 21.54% of the portfolio, ranked #1.

Hollow Brook Wealth Management first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Hollow Brook Wealth Management held 1,077,270 shares of iShares 0-3 Month Treasury Bond ETF worth $108M as of Q2 2026.
Hollow Brook Wealth Management bought 1,041,576 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $105M.
iShares 0-3 Month Treasury Bond ETF made up 21.54% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #1 holding.
Hollow Brook Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.