Inspire Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Inspire Advisors’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	$3.26M	Buy	32,340 +3,176	+11%	+$319K	0.23%	61
2026 Q1	$2.94M	Sell	29,164 -869	-3%	-$87.4K	0.24%	60
2025 Q4	$3.01M	Buy	30,033 +22,087	+278%	+$2.22M	0.28%	60
2025 Q3	$800K	Buy	7,946 +4,202	+112%	+$423K	0.08%	197
2025 Q2	$377K	Buy	+3,744	New	+$376K	0.04%	340

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

Inspire Advisors's SGOV Position: Q2 2026 in Review

Inspire Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q2 2026, buying an estimated $319K and bringing the position to 32,340 shares worth $3.26M. The position accounts for 0.23% of the portfolio, ranked #61.

Inspire Advisors first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. 1,308 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Inspire Advisors held 32,340 shares of iShares 0-3 Month Treasury Bond ETF worth $3.26M as of Q2 2026.
Inspire Advisors bought 3,176 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $319K.
iShares 0-3 Month Treasury Bond ETF made up 0.23% of Inspire Advisors's portfolio in Q2 2026, its #61 holding.
Inspire Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
1,308 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.