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

Investment Advisory Services Group’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	$1.77M	Buy	17,628 +2,039	+13%	+$205K	1.3%	16
2026 Q1	$1.57M	Buy	15,589 +198	+1%	+$19.9K	1.37%	17
2025 Q4	$1.54M	Buy	+15,391	New	+$1.55M	1.37%	19

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

Investment Advisory Services Group's SGOV Position: Q2 2026 in Review

Investment Advisory Services Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q2 2026, buying an estimated $205K and bringing the position to 17,628 shares worth $1.77M. The position accounts for 1.3% of the portfolio, ranked #16.

Investment Advisory Services Group first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Investment Advisory Services Group held 17,628 shares of iShares 0-3 Month Treasury Bond ETF worth $1.77M as of Q2 2026.
Investment Advisory Services Group bought 2,039 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $205K.
iShares 0-3 Month Treasury Bond ETF made up 1.3% of Investment Advisory Services Group's portfolio in Q2 2026, its #16 holding.
Investment Advisory Services Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Investment Advisory Services Group's 13F filing for Q2 2026, filed 29 Jul 2026.