Mather Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Mather Group’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	$119K	Buy	1,184 +35	+3%	+$3.52K	﹤0.01%	898
2026 Q1	$116K	Buy	+1,149	New	+$116K	﹤0.01%	862
2025 Q4	–	Sell	-1,172	Closed	-$118K	–	1473
2025 Q3	$118K	Buy	+1,172	New	+$118K	﹤0.01%	739
2025 Q2	–	Sell	-1,211	Closed	-$122K	–	1524
2025 Q1	$122K	Buy	1,211 +111	+10%	+$11.2K	﹤0.01%	710
2024 Q4	$110K	Buy	1,100 +5	+0.5%	+$502	﹤0.01%	715
2024 Q3	$110K	Sell	1,095 -786	-42%	-$79K	﹤0.01%	716
2024 Q2	$189K	Buy	1,881 +576	+44%	+$57.9K	﹤0.01%	628
2024 Q1	$131K	Buy	+1,305	New	+$131K	﹤0.01%	632
2023 Q4	–	Sell	-2,698	Closed	-$272K	–	576
2023 Q3	$272K	Sell	2,698 -83,279	-97%	-$8.36M	﹤0.01%	460
2023 Q2	$8.65M	Buy	85,977 +75,272	+703%	+$7.56M	0.14%	75
2023 Q1	$1.08M	Sell	10,705 -177	-2%	-$17.8K	0.02%	205
2022 Q4	$1.09M	Buy	10,882 +3,012	+38%	+$302K	0.02%	196
2022 Q3	$789K	Buy	+7,870	New	+$788K	0.02%	228

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

Mather Group's SGOV Position: Q2 2026 in Review

Mather Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3% in Q2 2026, buying an estimated $3.52K and bringing the position to 1,184 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Mather Group first reported a position in SGOV in Q3 2022 and has held it in 13 quarters since. The position peaked at $8.65M in Q2 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Mather Group held 1,184 shares of iShares 0-3 Month Treasury Bond ETF worth $119K as of Q2 2026.
Mather Group bought 35 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.52K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #898 holding.
Mather Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 13 quarters since.
Mather Group's iShares 0-3 Month Treasury Bond ETF position peaked at $8.65M in Q2 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.