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

Mader & Shannon 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	$33.9M	Buy	336,373 +1,176	+0.4%	+$118K	15.82%	1
2026 Q1	$33.7M	Buy	335,197 +317,927	+1,841%	+$32M	15.62%	1
2025 Q4	$1.74M	Hold	17,270	–	–	0.85%	22
2025 Q3	$1.74M	Sell	17,270 -170,817	-91%	-$17.2M	0.85%	22
2025 Q2	$18.9M	Buy	188,087 +1,442	+0.8%	+$145K	10.32%	4
2025 Q1	$18.8M	Sell	186,645 -21,525	-10%	-$2.16M	10.72%	3
2024 Q4	$20.9M	Sell	208,170 -34,170	-14%	-$3.43M	12.91%	3
2024 Q3	$24.4M	Sell	242,340 -78,608	-24%	-$7.9M	14.19%	3
2024 Q2	$32.3M	Sell	320,948 -193,683	-38%	-$19.5M	19.43%	1
2024 Q1	$51.8M	Buy	514,631 +76,657	+18%	+$7.7M	29.07%	1
2023 Q4	$43.9M	Buy	437,974 +216,595	+98%	+$21.8M	24.98%	1
2023 Q3	$22.3M	Buy	+221,379	New	+$22.2M	14.65%	2

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

Mader & Shannon Wealth Management's SGOV Position: Q2 2026 in Review

Mader & Shannon Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.35% in Q2 2026, buying an estimated $118K and bringing the position to 336,373 shares worth $33.9M. The position accounts for 15.82% of the portfolio, ranked #1.

Mader & Shannon Wealth Management first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $51.8M in Q1 2024. 1,301 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Mader & Shannon Wealth Management held 336,373 shares of iShares 0-3 Month Treasury Bond ETF worth $33.9M as of Q2 2026.
Mader & Shannon Wealth Management bought 1,176 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $118K.
iShares 0-3 Month Treasury Bond ETF made up 15.82% of Mader & Shannon Wealth Management's portfolio in Q2 2026, its #1 holding.
Mader & Shannon Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Mader & Shannon Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $51.8M in Q1 2024.
1,301 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.