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

IHT 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	$2.1M	Buy	20,844 +3,001	+17%	+$302K	0.04%	382
2026 Q1	$1.8M	Buy	17,843 +14,289	+402%	+$1.44M	0.04%	403
2025 Q4	$357K	Sell	3,554 -7,371	-67%	-$741K	0.01%	897
2025 Q3	$1.1M	Buy	10,925 +638	+6%	+$64.2K	0.03%	503
2025 Q2	$1.04M	Buy	+10,287	New	+$1.03M	0.03%	492
2024 Q3	–	Sell	-3,456	Closed	-$348K	–	1179
2024 Q2	$348K	Sell	3,456 -6,819	-66%	-$685K	0.01%	750
2024 Q1	$1.03M	Buy	10,275 +5,176	+102%	+$520K	0.04%	418
2023 Q4	$511K	Buy	+5,099	New	+$512K	0.02%	591

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

IHT Wealth Management's SGOV Position: Q2 2026 in Review

IHT Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q2 2026, buying an estimated $302K and bringing the position to 20,844 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #382.

IHT Wealth Management first reported a position in SGOV in Q4 2023 and has held it in 8 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

IHT Wealth Management held 20,844 shares of iShares 0-3 Month Treasury Bond ETF worth $2.1M as of Q2 2026.
IHT Wealth Management bought 3,001 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $302K.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #382 holding.
IHT Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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