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

IMG 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	$3.52K	Hold	35	–	–	﹤0.01%	426
2026 Q1	$3.49K	Buy	35 +1	+3%	+$101	﹤0.01%	408
2025 Q4	$3.46K	Hold	34	–	–	﹤0.01%	452
2025 Q3	$3.43K	Hold	34	–	–	﹤0.01%	397
2025 Q2	$3.39K	Buy	34 +1	+3%	+$101	﹤0.01%	396
2025 Q1	$3.35K	Hold	33	–	–	﹤0.01%	252
2024 Q4	$3.32K	Buy	+33	New	+$3.31K	﹤0.01%	220

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

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

IMG Wealth Management held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 35 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

IMG Wealth Management first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

IMG Wealth Management held 35 shares of iShares 0-3 Month Treasury Bond ETF worth $3.52K as of Q2 2026.
IMG Wealth Management left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #426 holding.
IMG Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.