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

MASECO 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	$2.98M	Sell	29,574 -9,037	-23%	-$909K	0.08%	39
2026 Q1	$3.89M	Sell	38,611 -4,790	-11%	-$482K	0.12%	39
2025 Q4	$4.36M	Sell	43,401 -5,230	-11%	-$526K	0.19%	30
2025 Q3	$4.9M	Sell	48,631 -4,103	-8%	-$413K	0.24%	23
2025 Q2	$5.31M	Buy	+52,734	New	+$5.3M	0.2%	34

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

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

MASECO Private Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q2 2026, selling an estimated $909K and leaving 29,574 shares worth $2.98M. The position accounts for 0.08% of the portfolio, ranked #39.

MASECO Private Wealth first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.31M in Q2 2025. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

MASECO Private Wealth held 29,574 shares of iShares 0-3 Month Treasury Bond ETF worth $2.98M as of Q2 2026.
MASECO Private Wealth sold 9,037 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $909K.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of MASECO Private Wealth's portfolio in Q2 2026, its #39 holding.
MASECO Private Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
MASECO Private Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $5.31M in Q2 2025.
1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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