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

INVST’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	$2.25M	Buy	22,345 +2,314	+12%	+$233K	0.22%	77
2026 Q1	$2.02M	Sell	20,031 -3,062	-13%	-$308K	0.23%	79
2025 Q4	$2.32M	Buy	23,093 +7,496	+48%	+$753K	0.25%	71
2025 Q3	$1.57M	Buy	15,597 +9,318	+148%	+$937K	0.18%	101
2025 Q2	$632K	Buy	+6,279	New	+$631K	0.08%	212

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

INVST's SGOV Position: Q2 2026 in Review

INVST increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q2 2026, buying an estimated $233K and bringing the position to 22,345 shares worth $2.25M. The position accounts for 0.22% of the portfolio, ranked #77.

INVST first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.32M in Q4 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

INVST held 22,345 shares of iShares 0-3 Month Treasury Bond ETF worth $2.25M as of Q2 2026.
INVST bought 2,314 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $233K.
iShares 0-3 Month Treasury Bond ETF made up 0.22% of INVST's portfolio in Q2 2026, its #77 holding.
INVST first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
INVST's iShares 0-3 Month Treasury Bond ETF position peaked at $2.32M in Q4 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.