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

Kingsview 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	$20.2M	Buy	200,752 +8,606	+4%	+$865K	0.24%	76
2026 Q1	$19.3M	Buy	192,146 +48,096	+33%	+$4.83M	0.26%	70
2025 Q4	$14.5M	Sell	144,050 -16,196	-10%	-$1.63M	0.21%	96
2025 Q3	$16.1M	Sell	160,246 -13,594	-8%	-$1.37M	0.25%	76
2025 Q2	$17.5M	Sell	173,840 -1,109,921	-86%	-$112M	0.3%	56
2025 Q1	$129M	Buy	1,283,761 +1,091,557	+568%	+$110M	2.43%	3
2024 Q4	$19.3M	Sell	192,204 -9,708	-5%	-$975K	0.38%	47
2024 Q3	$20.3M	Sell	201,912 -6,861	-3%	-$690K	0.43%	48
2024 Q2	$21M	Buy	208,773 +6,023	+3%	+$605K	0.5%	38
2024 Q1	$20.4M	Sell	202,750 -16,763	-8%	-$1.68M	0.51%	38
2023 Q4	$22M	Buy	219,513 +51,772	+31%	+$5.2M	0.66%	29
2023 Q3	$16.9M	Buy	167,741 +36,171	+27%	+$3.63M	0.61%	27
2023 Q2	$13.2M	Buy	131,570 +10,805	+9%	+$1.08M	0.52%	39
2023 Q1	$12.1M	Sell	120,765 -293,515	-71%	-$29.4M	0.51%	39
2022 Q4	$41.5M	Buy	414,280 +64,676	+18%	+$6.48M	1.8%	4
2022 Q3	$35.1M	Buy	349,604 +347,271	+14,885%	+$34.8M	1.66%	7
2022 Q2	$234K	Buy	+2,333	New	+$233K	0.01%	727

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

Kingsview Wealth Management's SGOV Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.5% in Q2 2026, buying an estimated $865K and bringing the position to 200,752 shares worth $20.2M. The position accounts for 0.24% of the portfolio, ranked #76.

Kingsview Wealth Management first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. The position peaked at $129M in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Kingsview Wealth Management held 200,752 shares of iShares 0-3 Month Treasury Bond ETF worth $20.2M as of Q2 2026.
Kingsview Wealth Management bought 8,606 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $865K.
iShares 0-3 Month Treasury Bond ETF made up 0.24% of Kingsview Wealth Management's portfolio in Q2 2026, its #76 holding.
Kingsview Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Kingsview Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $129M in Q1 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.