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

LPL 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	$1.1B	Buy	10,881,968 +25,453	+0.2%	+$2.56M	0.25%	77
2026 Q1	$1.09B	Buy	10,856,515 +2,060,160	+23%	+$207M	0.29%	64
2025 Q4	$883M	Buy	8,796,355 +896,804	+11%	+$90.1M	0.24%	88
2025 Q3	$795M	Buy	7,899,551 +695,587	+10%	+$69.9M	0.23%	92
2025 Q2	$725M	Buy	7,203,964 +1,260,296	+21%	+$127M	0.24%	88
2025 Q1	$598M	Buy	5,943,668 +1,707,474	+40%	+$172M	0.23%	98
2024 Q4	$425M	Buy	4,236,194 +1,210,719	+40%	+$122M	0.17%	119
2024 Q3	$305M	Buy	3,025,475 +131,664	+5%	+$13.2M	0.14%	141
2024 Q2	$291M	Buy	2,893,811 +481,976	+20%	+$48.4M	0.15%	132
2024 Q1	$243M	Sell	2,411,835 -124,227	-5%	-$12.5M	0.13%	148
2023 Q4	$254M	Buy	2,536,062 +316,098	+14%	+$31.7M	0.15%	125
2023 Q3	$223M	Buy	2,219,964 +488,294	+28%	+$49M	0.16%	124
2023 Q2	$174M	Buy	1,731,670 +386,363	+29%	+$38.8M	0.12%	144
2023 Q1	$135M	Buy	1,345,307 +751,501	+127%	+$75.4M	0.11%	175
2022 Q4	$59.5M	Buy	593,806 +339,320	+133%	+$34M	0.05%	349
2022 Q3	$25.5M	Buy	254,486 +176,697	+227%	+$17.7M	0.02%	539
2022 Q2	$7.79M	Buy	77,789 +57,921	+292%	+$5.8M	0.01%	1106
2022 Q1	$1.99M	Buy	+19,868	New	+$1.99M	﹤0.01%	2066

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

LPL Financial's SGOV Position: Q2 2026 in Review

LPL Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.23% in Q2 2026, buying an estimated $2.56M and bringing the position to 10,881,968 shares worth $1.1B. The position accounts for 0.25% of the portfolio, ranked #77.

LPL Financial first reported a position in SGOV in Q1 2022 and has held it in 18 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

LPL Financial held 10,881,968 shares of iShares 0-3 Month Treasury Bond ETF worth $1.1B as of Q2 2026.
LPL Financial bought 25,453 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.56M.
iShares 0-3 Month Treasury Bond ETF made up 0.25% of LPL Financial's portfolio in Q2 2026, its #77 holding.
LPL Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.