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LifeSteps Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

LifeSteps Financial’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 		$6.85K Buy
+68
New +$6.84K ﹤0.01% 476
2024
Q2 		– Sell
-14
Closed -$1.41K – 348
2024
Q1 		$1.41K Buy
+14
New +$1.41K ﹤0.01% 403

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

LifeSteps Financial's SGOV Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 68 shares worth $6.85K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in SGOV as recently as Q1 2024.

LifeSteps Financial first reported a position in SGOV in Q1 2024 and has held it in 2 quarters since. 1,306 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • LifeSteps Financial held 68 shares of iShares 0-3 Month Treasury Bond ETF worth $6.85K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #476 holding.
  • LifeSteps Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • 1,306 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.