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Laurel Wealth Advisors (North Carolina)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$29.7M Buy
294,790
+7,354
+3% +$739K 2.87% 7
2026
Q1 		$28.9M Buy
287,436
+25,949
+10% +$2.61M 2.86% 7
2025
Q4 		$26.2M Buy
261,487
+11,558
+5% +$1.16M 3.47% 5
2025
Q3 		$25.2M Buy
249,929
+22,752
+10% +$2.29M 3.52% 6
2025
Q2 		$22.9M Buy
227,177
+9,462
+4% +$951K 3.42% 5
2025
Q1 		$21.9M Buy
217,715
+10,510
+5% +$1.06M 3.43% 6
2024
Q4 		$20.8M Buy
207,205
+10,842
+6% +$1.09M 3.25% 5
2024
Q3 		$19.8M Buy
196,363
+17,276
+10% +$1.74M 3.15% 6
2024
Q2 		$18M Buy
179,087
+10,049
+6% +$1.01M 3.13% 6
2024
Q1 		$17M Buy
169,038
+18,694
+12% +$1.88M 2.9% 6
2023
Q4 		$15.1M Buy
150,344
+54,642
+57% +$5.49M 2.86% 5
2023
Q3 		$9.63M Buy
95,702
+8,247
+9% +$828K 2.04% 10
2023
Q2 		$8.8M Buy
87,455
+2,367
+3% +$238K 1.76% 15
2023
Q1 		$8.56M Sell
85,088
-6,348
-7% -$637K 1.81% 14
2022
Q4 		$9.16M Sell
91,436
-2,543
-3% -$255K 2.07% 9
2022
Q3 		$9.42M Buy
93,979
+16,445
+21% +$1.65M 2.35% 6
2022
Q2 		$7.76M Buy
77,534
+8,302
+12% +$831K 1.88% 12
2022
Q1 		$6.93M Buy
69,232
+20,575
+42% +$2.06M 1.46% 18
2021
Q4 		$4.87M Buy
48,657
+11,202
+30% +$1.12M 1% 29
2021
Q3 		$3.75M Buy
37,455
+7,831
+26% +$783K 0.83% 36
2021
Q2 		$2.96M Buy
29,624
+12,324
+71% +$1.23M 0.64% 48
2021
Q1 		$1.73M Buy
17,300
+6,305
+57% +$631K 0.42% 65
2020
Q4 		$1.1M Buy
10,995
+6,250
+132% +$625K 0.29% 78
2020
Q3 		$475K Buy
+4,745
New +$475K 0.14% 106

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

Laurel Wealth Advisors (North Carolina)'s SGOV Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.6% in Q2 2026, buying an estimated $739K and bringing the position to 294,790 shares worth $29.7M. The position accounts for 2.87% of the portfolio, ranked #7.

Laurel Wealth Advisors (North Carolina) first reported a position in SGOV in Q3 2020 and has held it in 24 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 294,790 shares of iShares 0-3 Month Treasury Bond ETF worth $29.7M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 7,354 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $739K.
  • iShares 0-3 Month Treasury Bond ETF made up 2.87% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #7 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.