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Howe & Rusling’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Howe & Rusling’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 		– Sell
-2,132
Closed -$215K – 518
2026
Q1 		$215K Buy
+2,132
New +$214K 0.01% 290
2025
Q4 		– Sell
-3,529
Closed -$355K – 497
2025
Q3 		$355K Buy
+3,529
New +$355K 0.02% 218

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Howe & Rusling's SGOV Position: Q2 2026 in Review

Howe & Rusling sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 2,132 shares — an estimated $215K sold.

Howe & Rusling first reported a position in SGOV in Q3 2025 and held it in 2 quarters. The position peaked at $355K in Q3 2025. 1,309 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Howe & Rusling reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Howe & Rusling sold 2,132 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $215K.
  • Howe & Rusling first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and held it in 2 quarters.
  • Howe & Rusling's iShares 0-3 Month Treasury Bond ETF position peaked at $355K in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.