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

Kovack Advisors’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	$2.71M	Buy	26,921 +3,139	+13%	+$316K	0.13%	155
2026 Q1	$2.39M	Buy	23,782 +344	+1%	+$34.6K	0.13%	153
2025 Q4	$2.35M	Buy	23,438 +8,847	+61%	+$889K	0.11%	169
2025 Q3	$1.47M	Buy	14,591 +12,269	+528%	+$1.23M	0.14%	143
2025 Q2	$234K	Sell	2,322 -127	-5%	-$12.8K	0.02%	523
2025 Q1	$247K	Buy	+2,449	New	+$246K	0.03%	478

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

Kovack Advisors's SGOV Position: Q2 2026 in Review

Kovack Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q2 2026, buying an estimated $316K and bringing the position to 26,921 shares worth $2.71M. The position accounts for 0.13% of the portfolio, ranked #155.

Kovack Advisors first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 1,306 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Kovack Advisors held 26,921 shares of iShares 0-3 Month Treasury Bond ETF worth $2.71M as of Q2 2026.
Kovack Advisors bought 3,139 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $316K.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of Kovack Advisors's portfolio in Q2 2026, its #155 holding.
Kovack Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,306 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.