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

Lodestone 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 		$10.3K Hold
102
– – ﹤0.01% 514
2026
Q1 		$10.3K Hold
102
– – ﹤0.01% 511
2025
Q4 		$10.2K Buy
+102
New +$10.3K ﹤0.01% 504

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

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

Lodestone Wealth Management held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 102 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Lodestone Wealth Management first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Lodestone Wealth Management held 102 shares of iShares 0-3 Month Treasury Bond ETF worth $10.3K as of Q2 2026.
  • Lodestone Wealth Management left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #514 holding.
  • Lodestone Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.