IEQ Capital’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

IEQ Capital’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	$23M	Buy	228,774 +118,926	+108%	+$12M	0.11%	165
2026 Q1	$11.1M	Buy	109,848 +1,753	+2%	+$176K	0.05%	325
2025 Q4	$10.9M	Sell	108,095 -12,184	-10%	-$1.22M	0.03%	326
2025 Q3	$12.1M	Sell	120,279 -27,263	-18%	-$2.74M	0.04%	278
2025 Q2	$14.9M	Buy	147,542 +86,957	+144%	+$8.74M	0.09%	167
2025 Q1	$6.1M	Buy	+60,585	New	+$6.09M	0.05%	295

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

IEQ Capital's SGOV Position: Q2 2026 in Review

IEQ Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 108% in Q2 2026, buying an estimated $12M and bringing the position to 228,774 shares worth $23M. The position accounts for 0.11% of the portfolio, ranked #165.

IEQ Capital first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

IEQ Capital held 228,774 shares of iShares 0-3 Month Treasury Bond ETF worth $23M as of Q2 2026.
IEQ Capital bought 118,926 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $12M.
iShares 0-3 Month Treasury Bond ETF made up 0.11% of IEQ Capital's portfolio in Q2 2026, its #165 holding.
IEQ Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.