Magnolia Private Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Magnolia Private Wealth’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	$11.1M	Buy	110,304 +102,286	+1,276%	+$10.3M	6.1%	3
2026 Q1	$807K	Sell	8,018 -3,852	-32%	-$387K	0.54%	49
2025 Q4	$1.19M	Sell	11,870 -16,376	-58%	-$1.65M	0.83%	27
2025 Q3	$2.84M	Sell	28,246 -9,290	-25%	-$934K	2.09%	12
2025 Q2	$3.78M	Sell	37,536 -35,176	-48%	-$3.54M	2.93%	7
2025 Q1	$7.32M	Sell	72,712 -15,085	-17%	-$1.52M	6.03%	1
2024 Q4	$8.81M	Buy	+87,797	New	+$8.82M	7.57%	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

Magnolia Private Wealth's SGOV Position: Q2 2026 in Review

Magnolia Private Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1,276% in Q2 2026, buying an estimated $10.3M and bringing the position to 110,304 shares worth $11.1M. The position accounts for 6.1% of the portfolio, ranked #3.

Magnolia Private Wealth first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Magnolia Private Wealth held 110,304 shares of iShares 0-3 Month Treasury Bond ETF worth $11.1M as of Q2 2026.
Magnolia Private Wealth bought 102,286 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $10.3M.
iShares 0-3 Month Treasury Bond ETF made up 6.1% of Magnolia Private Wealth's portfolio in Q2 2026, its #3 holding.
Magnolia Private Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.