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Integrated Wealth Concepts’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Integrated Wealth Concepts’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 		$12.7M Buy
125,879
+56,066
+80% +$5.64M 0.06% 285
2026
Q1 		$7.03M Buy
69,813
+24,343
+54% +$2.45M 0.06% 321
2025
Q4 		$4.56M Sell
45,470
-25,305
-36% -$2.54M 0.05% 310
2025
Q3 		$7.13M Buy
70,775
+2,648
+4% +$266K 0.06% 289
2025
Q2 		$6.86M Sell
68,127
-7,665
-10% -$771K 0.07% 270
2025
Q1 		$7.63M Buy
75,792
+2,591
+4% +$260K 0.09% 226
2024
Q4 		$7.34M Buy
73,201
+16,409
+29% +$1.65M 0.09% 224
2024
Q3 		$5.72M Buy
56,792
+1,888
+3% +$190K 0.07% 259
2024
Q2 		$5.53M Buy
54,904
+1,531
+3% +$154K 0.08% 245
2024
Q1 		$5.38M Buy
53,373
+6,027
+13% +$606K 0.08% 255
2023
Q4 		$4.75M Buy
47,346
+6,592
+16% +$662K 0.08% 244
2023
Q3 		$4.1M Buy
40,754
+16,102
+65% +$1.62M 0.07% 262
2023
Q2 		$2.48M Buy
24,652
+9,148
+59% +$919K 0.04% 382
2023
Q1 		$1.56M Buy
15,504
+7,436
+92% +$746K 0.03% 482
2022
Q4 		$808K Buy
+8,068
New +$808K 0.02% 518

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Concepts's SGOV Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 80% in Q2 2026, buying an estimated $5.64M and bringing the position to 125,879 shares worth $12.7M. The position accounts for 0.06% of the portfolio, ranked #285.

Integrated Wealth Concepts first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Integrated Wealth Concepts held 125,879 shares of iShares 0-3 Month Treasury Bond ETF worth $12.7M as of Q2 2026.
  • Integrated Wealth Concepts bought 56,066 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.64M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q2 2026, its #285 holding.
  • Integrated Wealth Concepts first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.