Lugano Financial Advisors SA (LFA)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$1.32M	Sell	13,185 -3,938	-23%	-$396K	0.8%	28
2026 Q1	$1.71M	Sell	17,123 -17,938	-51%	-$1.8M	0.87%	30
2025 Q4	$3.52M	Sell	35,061 -5,143	-13%	-$517K	1.82%	13
2025 Q3	$4.03M	Buy	+40,204	New	+$4.04M	2.13%	10

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

Lugano Financial Advisors SA (LFA)'s SGOV Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q2 2026, selling an estimated $396K and leaving 13,185 shares worth $1.32M. The position accounts for 0.8% of the portfolio, ranked #28.

Lugano Financial Advisors SA (LFA) first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.03M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 13,185 shares of iShares 0-3 Month Treasury Bond ETF worth $1.32M as of Q2 2026.
Lugano Financial Advisors SA (LFA) sold 3,938 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $396K.
iShares 0-3 Month Treasury Bond ETF made up 0.8% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #28 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares 0-3 Month Treasury Bond ETF position peaked at $4.03M in Q3 2025.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.