LaSalle St. Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

LaSalle St. Investment 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	$603K	Buy	5,986 +1,391	+30%	+$140K	0.07%	200
2026 Q1	$463K	Buy	4,595 +671	+17%	+$67.5K	0.07%	216
2025 Q4	$393K	Buy	3,924 +1,433	+58%	+$144K	0.06%	230
2025 Q3	$250K	Buy	+2,491	New	+$250K	0.04%	288

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

LaSalle St. Investment Advisors's SGOV Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 30% in Q2 2026, buying an estimated $140K and bringing the position to 5,986 shares worth $603K. The position accounts for 0.07% of the portfolio, ranked #200.

LaSalle St. Investment Advisors first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

LaSalle St. Investment Advisors held 5,986 shares of iShares 0-3 Month Treasury Bond ETF worth $603K as of Q2 2026.
LaSalle St. Investment Advisors bought 1,391 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $140K.
iShares 0-3 Month Treasury Bond ETF made up 0.07% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #200 holding.
LaSalle St. Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.