Independent Advisor Alliance’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Independent Advisor Alliance’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	-17,055	Closed	-$1.72M	–	1528
2026 Q1	$1.72M	Buy	+17,055	New	+$1.71M	0.02%	607
2024 Q2	–	Sell	-25,569	Closed	-$2.58M	–	745
2024 Q1	$2.58M	Sell	25,569 -36,350	-59%	-$3.65M	0.09%	184
2023 Q4	$6.21M	Buy	61,919 +13,019	+27%	+$1.31M	0.22%	83
2023 Q3	$4.92M	Buy	48,900 +1,055	+2%	+$106K	0.22%	84
2023 Q2	$4.81M	Sell	47,845 -15,041	-24%	-$1.51M	0.21%	88
2023 Q1	$6.33M	Buy	62,886 +14,096	+29%	+$1.41M	0.3%	70
2022 Q4	$4.89M	Buy	+48,790	New	+$4.89M	1.68%	8

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

Independent Advisor Alliance's SGOV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 17,055 shares — an estimated $1.72M sold.

Independent Advisor Alliance first reported a position in SGOV in Q4 2022 and held it in 7 quarters. The position peaked at $6.33M in Q1 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 17,055 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.72M.
Independent Advisor Alliance first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and held it in 7 quarters.
Independent Advisor Alliance's iShares 0-3 Month Treasury Bond ETF position peaked at $6.33M in Q1 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.