Horizon Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Horizon Investments’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	$6.56M	Sell	65,591 -72,185	-52%	-$7.26M	0.07%	231
2026 Q1	$13.8M	Buy	137,776 +72,221	+110%	+$7.26M	0.15%	112
2025 Q4	$6.58M	Buy	65,555 +10,242	+19%	+$1.03M	0.08%	208
2025 Q3	$5.53M	Buy	55,313 +13,652	+33%	+$1.37M	0.07%	218
2025 Q2	$4.17M	Sell	41,661 -11,080	-21%	-$1.11M	0.07%	218
2025 Q1	$5.27M	Sell	52,741 -11,624	-18%	-$1.17M	0.16%	77
2024 Q4	$6.43M	Sell	64,365 -278	-0.4%	-$27.9K	0.18%	60
2024 Q3	$6.46M	Sell	64,643 -312	-0.5%	-$31.4K	0.17%	55
2024 Q2	$6.48M	Buy	64,955 +262	+0.4%	+$26.3K	0.18%	58
2024 Q1	$6.46M	Buy	64,693 +9,367	+17%	+$941K	0.17%	71
2023 Q4	$5.52M	Sell	55,326 -9,681	-15%	-$972K	0.15%	72
2023 Q3	$6.49M	Buy	+65,007	New	+$6.53M	0.2%	63

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

Horizon Investments's SGOV Position: Q2 2026 in Review

Horizon Investments reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 52% in Q2 2026, selling an estimated $7.26M and leaving 65,591 shares worth $6.56M. The position accounts for 0.07% of the portfolio, ranked #231.

Horizon Investments first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.8M in Q1 2026. 1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Horizon Investments held 65,591 shares of iShares 0-3 Month Treasury Bond ETF worth $6.56M as of Q2 2026.
Horizon Investments sold 72,185 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.26M.
iShares 0-3 Month Treasury Bond ETF made up 0.07% of Horizon Investments's portfolio in Q2 2026, its #231 holding.
Horizon Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Horizon Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $13.8M in Q1 2026.
1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.