Kestra Private Wealth Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Kestra Private Wealth Services’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	$14.1M	Sell	139,935 -59,390	-30%	-$5.97M	0.15%	150
2026 Q1	$20.1M	Buy	199,325 +51,279	+35%	+$5.15M	0.25%	89
2025 Q4	$14.9M	Buy	148,046 +41,335	+39%	+$4.15M	0.18%	122
2025 Q3	$10.7M	Sell	106,711 -93,654	-47%	-$9.42M	0.14%	167
2025 Q2	$20.2M	Buy	200,365 +9,178	+5%	+$923K	0.29%	67
2025 Q1	$19.2M	Buy	191,187 +26,553	+16%	+$2.67M	0.32%	66
2024 Q4	$16.5M	Buy	164,634 +145,814	+775%	+$14.6M	0.28%	75
2024 Q3	$1.9M	Sell	18,820 -14,619	-44%	-$1.47M	0.03%	434
2024 Q2	$3.37M	Buy	33,439 +17,642	+112%	+$1.77M	0.07%	277
2024 Q1	$1.59M	Buy	15,797 +2,753	+21%	+$277K	0.04%	438
2023 Q4	$1.31M	Buy	13,044 +10,503	+413%	+$1.05M	0.03%	452
2023 Q3	$256K	Buy	2,541 +32	+1%	+$3.21K	0.01%	937
2023 Q2	$252K	Buy	+2,509	New	+$252K	0.01%	878

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

Kestra Private Wealth Services's SGOV Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 30% in Q2 2026, selling an estimated $5.97M and leaving 139,935 shares worth $14.1M. The position accounts for 0.15% of the portfolio, ranked #150.

Kestra Private Wealth Services first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $20.2M in Q2 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Kestra Private Wealth Services held 139,935 shares of iShares 0-3 Month Treasury Bond ETF worth $14.1M as of Q2 2026.
Kestra Private Wealth Services sold 59,390 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.97M.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of Kestra Private Wealth Services's portfolio in Q2 2026, its #150 holding.
Kestra Private Wealth Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Kestra Private Wealth Services's iShares 0-3 Month Treasury Bond ETF position peaked at $20.2M in Q2 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.