Main Street Financial Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Main Street Financial Solutions’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	$213K	Buy	+2,116	New	+$213K	0.01%	573
2025 Q4	–	Sell	-3,800	Closed	-$383K	–	632
2025 Q3	$383K	Hold	3,800	–	–	0.02%	446
2025 Q2	$383K	Hold	3,800	–	–	0.03%	406
2025 Q1	$383K	Buy	+3,800	New	+$382K	0.03%	364
2024 Q4	–	Sell	-7,525	Closed	-$758K	–	556
2024 Q3	$758K	Sell	7,525 -99	-1%	-$9.95K	0.07%	246
2024 Q2	$768K	Buy	7,624 +66	+0.9%	+$6.63K	0.07%	234
2024 Q1	$761K	Buy	+7,558	New	+$760K	0.08%	235
2023 Q4	–	Sell	-4,838	Closed	-$487K	–	486
2023 Q3	$487K	Buy	4,838 +34	+0.7%	+$3.42K	0.07%	256
2023 Q2	$483K	Sell	4,804 -307	-6%	-$30.8K	0.07%	268
2023 Q1	$514K	Buy	5,111 +2,901	+131%	+$291K	0.08%	249
2022 Q4	$221K	Buy	+2,210	New	+$221K	0.03%	403

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

Main Street Financial Solutions's SGOV Position: Q2 2026 in Review

Main Street Financial Solutions opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,116 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Main Street Financial Solutions previously reported a position in SGOV as recently as Q3 2025.

Main Street Financial Solutions first reported a position in SGOV in Q4 2022 and has held it in 11 quarters since. The position peaked at $768K in Q2 2024. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Main Street Financial Solutions held 2,116 shares of iShares 0-3 Month Treasury Bond ETF worth $213K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Main Street Financial Solutions position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Main Street Financial Solutions's portfolio in Q2 2026, its #573 holding.
Main Street Financial Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 11 quarters since.
Main Street Financial Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $768K in Q2 2024.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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