HUB Investment Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

HUB Investment Partners’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	$69.7M	Buy	692,718 +356,877	+106%	+$35.9M	1.25%	9
2026 Q1	$33.8M	Buy	335,841 +123,574	+58%	+$12.4M	0.81%	25
2025 Q4	$21.3M	Buy	212,267 +50,688	+31%	+$5.09M	0.55%	34
2025 Q3	$16.3M	Buy	161,579 +93,116	+136%	+$9.36M	0.54%	37
2025 Q2	$6.89M	Buy	68,463 +25,361	+59%	+$2.55M	0.23%	91
2025 Q1	$4.34M	Buy	+43,102	New	+$4.33M	0.17%	122

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

HUB Investment Partners's SGOV Position: Q2 2026 in Review

HUB Investment Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 106% in Q2 2026, buying an estimated $35.9M and bringing the position to 692,718 shares worth $69.7M. The position accounts for 1.25% of the portfolio, ranked #9.

HUB Investment Partners first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

HUB Investment Partners held 692,718 shares of iShares 0-3 Month Treasury Bond ETF worth $69.7M as of Q2 2026.
HUB Investment Partners bought 356,877 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $35.9M.
iShares 0-3 Month Treasury Bond ETF made up 1.25% of HUB Investment Partners's portfolio in Q2 2026, its #9 holding.
HUB Investment Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.