Lionshead Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Lionshead Wealth 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	$507K	Sell	5,038 -3,159	-39%	-$318K	0.33%	60
2026 Q1	$825K	Sell	8,197 -4,116	-33%	-$414K	0.61%	47
2025 Q4	$1.24M	Sell	12,313 -1,181	-9%	-$119K	0.93%	33
2025 Q3	$1.36M	Sell	13,494 -1,782	-12%	-$179K	1.08%	31
2025 Q2	$1.54M	Sell	15,276 -11,742	-43%	-$1.18M	1.42%	24
2025 Q1	$2.72M	Buy	27,018 +905	+3%	+$91K	2.83%	10
2024 Q4	$2.62M	Buy	+26,113	New	+$2.62M	1.89%	17

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

Lionshead Wealth Management's SGOV Position: Q2 2026 in Review

Lionshead Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 39% in Q2 2026, selling an estimated $318K and leaving 5,038 shares worth $507K. The position accounts for 0.33% of the portfolio, ranked #60.

Lionshead Wealth Management first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.72M in Q1 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Lionshead Wealth Management held 5,038 shares of iShares 0-3 Month Treasury Bond ETF worth $507K as of Q2 2026.
Lionshead Wealth Management sold 3,159 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $318K.
iShares 0-3 Month Treasury Bond ETF made up 0.33% of Lionshead Wealth Management's portfolio in Q2 2026, its #60 holding.
Lionshead Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $2.72M in Q1 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.