Insigneo Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Insigneo Advisory Services’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	$729K	Buy	+7,246	New	+$728K	0.03%	381
2026 Q1	–	Sell	-5,210	Closed	-$523K	–	811
2025 Q4	$523K	Sell	5,210 -954	-15%	-$95.9K	0.04%	359
2025 Q3	$621K	Sell	6,164 -354	-5%	-$35.6K	0.04%	313
2025 Q2	$656K	Buy	+6,518	New	+$655K	0.06%	268

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

Insigneo Advisory Services's SGOV Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 7,246 shares worth $729K. The stake represents 0.03% of the portfolio and ranks #381 among its holdings. This is a return to the name: Insigneo Advisory Services previously reported a position in SGOV as recently as Q4 2025.

Insigneo Advisory Services first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. 1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Insigneo Advisory Services held 7,246 shares of iShares 0-3 Month Treasury Bond ETF worth $729K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Insigneo Advisory Services position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #381 holding.
Insigneo Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.