Lloyd Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Lloyd Advisory Services’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	$1.24K	Sell	12 -7	-37%	-$704	﹤0.01%	553
2026 Q1	$1.93K	Buy	19 +18	+1,800%	+$1.81K	﹤0.01%	669
2025 Q4	$133	Buy	+1	New	+$100	﹤0.01%	539
2024 Q2	–	Sell	-283,884	Closed	-$27.7M	–	178
2024 Q1	$27.7M	Buy	283,884 +203,984	+255%	+$20.5M	5.91%	2
2023 Q4	$8.01M	Sell	79,900 -147,928	-65%	-$14.9M	3.8%	7
2023 Q3	$20.6M	Buy	+227,828	New	+$22.9M	6.79%	1

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

Lloyd Advisory Services's SGOV Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 37% in Q2 2026, selling an estimated $704 and leaving 12 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Lloyd Advisory Services first reported a position in SGOV in Q3 2023 and has held it in 6 quarters since. The position peaked at $27.7M in Q1 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Lloyd Advisory Services held 12 shares of iShares 0-3 Month Treasury Bond ETF worth $1.24K as of Q2 2026.
Lloyd Advisory Services sold 7 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $704.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #553 holding.
Lloyd Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 6 quarters since.
Lloyd Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $27.7M in Q1 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.