L2 Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

L2 Asset 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	$24.6M	Sell	244,829 -251,290	-51%	-$25.3M	2.56%	4
2026 Q1	$49.9M	Buy	496,119 +250,235	+102%	+$25.2M	4.75%	1
2025 Q4	$24.7M	Buy	245,884 +6,418	+3%	+$645K	3.3%	1
2025 Q3	$24.1M	Buy	239,466 +14,186	+6%	+$1.43M	3.49%	1
2025 Q2	$22.7M	Buy	225,280 +22,459	+11%	+$2.26M	3.71%	1
2025 Q1	$20.4M	Sell	202,821 -75,857	-27%	-$7.62M	4.17%	1
2024 Q4	$28M	Buy	+278,678	New	+$28M	6.08%	1

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

L2 Asset Management's SGOV Position: Q2 2026 in Review

L2 Asset Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 51% in Q2 2026, selling an estimated $25.3M and leaving 244,829 shares worth $24.6M. The position accounts for 2.56% of the portfolio, ranked #4.

L2 Asset Management first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.9M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

L2 Asset Management held 244,829 shares of iShares 0-3 Month Treasury Bond ETF worth $24.6M as of Q2 2026.
L2 Asset Management sold 251,290 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $25.3M.
iShares 0-3 Month Treasury Bond ETF made up 2.56% of L2 Asset Management's portfolio in Q2 2026, its #4 holding.
L2 Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
L2 Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $49.9M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.