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

Institute for 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	$457K	Buy	4,537 +89	+2%	+$8.95K	0.04%	343
2026 Q1	$448K	Buy	4,448 +39	+0.9%	+$3.92K	0.05%	342
2025 Q4	$443K	Buy	4,409 +66	+2%	+$6.63K	0.05%	338
2025 Q3	$437K	Buy	4,343 +1,034	+31%	+$104K	0.05%	353
2025 Q2	$333K	Buy	3,309 +736	+29%	+$74K	0.04%	407
2025 Q1	$259K	Buy	+2,573	New	+$259K	0.03%	452

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

Institute for Wealth Management's SGOV Position: Q2 2026 in Review

Institute for Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2% in Q2 2026, buying an estimated $8.95K and bringing the position to 4,537 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #343.

Institute for Wealth Management first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Institute for Wealth Management held 4,537 shares of iShares 0-3 Month Treasury Bond ETF worth $457K as of Q2 2026.
Institute for Wealth Management bought 89 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.95K.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #343 holding.
Institute for Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.