LKBC
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L.K. Benson & Company’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

L.K. Benson & Company’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 		$967K Buy
9,602
+563
+6% +$56.6K 0.29% 53
2026
Q1 		$910K Buy
9,039
+1,808
+25% +$182K 0.3% 50
2025
Q4 		$726K Buy
7,231
+4,153
+135% +$417K 0.36% 61
2025
Q3 		$310K Buy
3,078
+610
+25% +$61.3K 0.17% 89
2025
Q2 		$248K Buy
+2,468
New +$248K 0.15% 89

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

L.K. Benson & Company's SGOV Position: Q2 2026 in Review

L.K. Benson & Company increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.2% in Q2 2026, buying an estimated $56.6K and bringing the position to 9,602 shares worth $967K. The position accounts for 0.29% of the portfolio, ranked #53.

L.K. Benson & Company first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • L.K. Benson & Company held 9,602 shares of iShares 0-3 Month Treasury Bond ETF worth $967K as of Q2 2026.
  • L.K. Benson & Company bought 563 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $56.6K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.29% of L.K. Benson & Company's portfolio in Q2 2026, its #53 holding.
  • L.K. Benson & Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.