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

Maridea 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	$18M	Buy	179,261 +71,403	+66%	+$7.18M	1.95%	4
2026 Q1	$10.9M	Sell	107,858 -18,592	-15%	-$1.87M	1.58%	9
2025 Q4	$12.7M	Sell	126,450 -28,564	-18%	-$2.87M	1.91%	6
2025 Q3	$15.6M	Buy	155,014 +5,561	+4%	+$559K	2.42%	6
2025 Q2	$15M	Sell	149,453 -19,687	-12%	-$1.98M	3.92%	5
2025 Q1	$17M	Sell	169,140 -2,974	-2%	-$299K	5.55%	3
2024 Q4	$17.3M	Buy	+172,114	New	+$17.3M	5.56%	4

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

Maridea Wealth Management's SGOV Position: Q2 2026 in Review

Maridea Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 66% in Q2 2026, buying an estimated $7.18M and bringing the position to 179,261 shares worth $18M. The position accounts for 1.95% of the portfolio, ranked #4.

Maridea Wealth Management first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Maridea Wealth Management held 179,261 shares of iShares 0-3 Month Treasury Bond ETF worth $18M as of Q2 2026.
Maridea Wealth Management bought 71,403 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.18M.
iShares 0-3 Month Treasury Bond ETF made up 1.95% of Maridea Wealth Management's portfolio in Q2 2026, its #4 holding.
Maridea Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.