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

Marion 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	$5.17M	Buy	51,378 +2,743	+6%	+$276K	1.05%	24
2026 Q1	$4.9M	Buy	48,635 +3,377	+7%	+$339K	1.08%	25
2025 Q4	$4.55M	Sell	45,258 -208	-0.5%	-$20.9K	1.01%	26
2025 Q3	$4.58M	Buy	45,466 +1,750	+4%	+$176K	1.09%	26
2025 Q2	$4.4M	Sell	43,716 -952	-2%	-$95.7K	1.1%	25
2025 Q1	$4.5M	Sell	44,668 -2,428	-5%	-$244K	1.2%	22
2024 Q4	$4.72M	Sell	47,096 -172	-0.4%	-$17.3K	1.25%	24
2024 Q3	$4.76M	Buy	47,268 +2,208	+5%	+$222K	1.27%	23
2024 Q2	$4.54M	Sell	45,060 -1,215	-3%	-$122K	1.33%	23
2024 Q1	$4.66M	Buy	46,275 +9,026	+24%	+$907K	1.39%	21
2023 Q4	$3.73M	Buy	+37,249	New	+$3.74M	1.19%	26

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

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

Marion Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.6% in Q2 2026, buying an estimated $276K and bringing the position to 51,378 shares worth $5.17M. The position accounts for 1.05% of the portfolio, ranked #24.

Marion Wealth Management first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Marion Wealth Management held 51,378 shares of iShares 0-3 Month Treasury Bond ETF worth $5.17M as of Q2 2026.
Marion Wealth Management bought 2,743 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $276K.
iShares 0-3 Month Treasury Bond ETF made up 1.05% of Marion Wealth Management's portfolio in Q2 2026, its #24 holding.
Marion Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.