MB, Levis & Associates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

MB, Levis & Associates’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 Q3	$22.1K	Buy	+220	New	+$22.1K	0.01%	140

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

MB, Levis & Associates's SGOV Position: Q3 2026 in Review

MB, Levis & Associates opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 220 shares worth $22.1K. The stake represents 0.01% of the portfolio and ranks #140 among its holdings.

1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

MB, Levis & Associates held 220 shares of iShares 0-3 Month Treasury Bond ETF worth $22.1K as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new MB, Levis & Associates position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #140 holding.
1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.