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

Mascoma 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	$14.4M	Buy	143,476 +501	+0.4%	+$50.4K	2.68%	12
2026 Q1	$14.4M	Buy	142,975 +57,790	+68%	+$5.81M	2.97%	11
2025 Q4	$8.55M	Sell	85,185 -290	-0.3%	-$29.1K	1.83%	14
2025 Q3	$8.61M	Buy	85,475 +3,207	+4%	+$322K	1.9%	13
2025 Q2	$8.28M	Sell	82,268 -2,670	-3%	-$268K	1.92%	13
2025 Q1	$8.55M	Sell	84,938 -6,688	-7%	-$672K	2.13%	11
2024 Q4	$9.19M	Sell	91,626 -409	-0.4%	-$41.1K	2.31%	12
2024 Q3	$9.27M	Sell	92,035 -30,927	-25%	-$3.11M	2.31%	12
2024 Q2	$12.4M	Buy	+122,962	New	+$12.4M	3.29%	10

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

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

Mascoma Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.35% in Q2 2026, buying an estimated $50.4K and bringing the position to 143,476 shares worth $14.4M. The position accounts for 2.68% of the portfolio, ranked #12.

Mascoma Wealth Management first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Mascoma Wealth Management held 143,476 shares of iShares 0-3 Month Treasury Bond ETF worth $14.4M as of Q2 2026.
Mascoma Wealth Management bought 501 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $50.4K.
iShares 0-3 Month Treasury Bond ETF made up 2.68% of Mascoma Wealth Management's portfolio in Q2 2026, its #12 holding.
Mascoma Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.