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

Lido 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	$37.3M	Buy	370,237 +192,042	+108%	+$19.3M	0.1%	134
2026 Q1	$17.9M	Sell	178,195 -37,893	-18%	-$3.81M	0.05%	221
2025 Q4	$21.8M	Buy	216,088 +2,685	+1%	+$270K	0.07%	189
2025 Q3	$21.5M	Buy	213,403 +40,497	+23%	+$4.07M	0.07%	178
2025 Q2	$17.4M	Buy	172,906 +33,211	+24%	+$3.34M	0.07%	176
2025 Q1	$14.1M	Buy	139,695 +32,830	+31%	+$3.3M	0.06%	190
2024 Q4	$10.7M	Buy	106,865 +42,263	+65%	+$4.25M	0.05%	211
2024 Q3	$6.51M	Buy	64,602 +27,272	+73%	+$2.74M	0.03%	273
2024 Q2	$3.76M	Buy	37,330 +8,988	+32%	+$903K	0.02%	326
2024 Q1	$2.85M	Buy	28,342 +7,021	+33%	+$706K	0.02%	365
2023 Q4	$2.14M	Buy	21,321 +9,170	+75%	+$921K	0.01%	406
2023 Q3	$1.22M	Sell	12,151 -39,878	-77%	-$4.01M	0.01%	486
2023 Q2	$5.24M	Buy	52,029 +34,728	+201%	+$3.49M	0.04%	219
2023 Q1	$1.74M	Buy	17,301 +4,663	+37%	+$468K	0.02%	370
2022 Q4	$1.27M	Sell	12,638 -13,475	-52%	-$1.35M	0.02%	367
2022 Q3	$2.62M	Buy	+26,113	New	+$2.61M	0.03%	219

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

Lido Advisors's SGOV Position: Q2 2026 in Review

Lido Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 108% in Q2 2026, buying an estimated $19.3M and bringing the position to 370,237 shares worth $37.3M. The position accounts for 0.1% of the portfolio, ranked #134.

Lido Advisors first reported a position in SGOV in Q3 2022 and has held it in 16 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Lido Advisors held 370,237 shares of iShares 0-3 Month Treasury Bond ETF worth $37.3M as of Q2 2026.
Lido Advisors bought 192,042 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $19.3M.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of Lido Advisors's portfolio in Q2 2026, its #134 holding.
Lido Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.