McAdam LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

McAdam LLC’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	$3.09M	Buy	30,659 +2,711	+10%	+$273K	0.12%	84
2026 Q1	$2.81M	Sell	27,948 -1,290	-4%	-$130K	0.13%	89
2025 Q4	$2.93M	Buy	29,238 +4,582	+19%	+$460K	0.13%	86
2025 Q3	$2.48M	Sell	24,656 -4,174	-14%	-$420K	0.12%	87
2025 Q2	$2.9M	Sell	28,830 -3,071	-10%	-$309K	0.16%	74
2025 Q1	$3.21M	Sell	31,901 -9,225	-22%	-$927K	0.2%	67
2024 Q4	$4.13M	Buy	41,126 +7,394	+22%	+$743K	0.23%	61
2024 Q3	$3.4M	Buy	33,732 +594	+2%	+$59.7K	0.19%	68
2024 Q2	$3.34M	Buy	33,138 +6,725	+25%	+$676K	0.2%	64
2024 Q1	$2.66M	Buy	26,413 +20,574	+352%	+$2.07M	0.17%	72
2023 Q4	$585K	Buy	5,839 +25	+0.4%	+$2.51K	0.04%	145
2023 Q3	$585K	Buy	5,814 +1,644	+39%	+$165K	0.05%	144
2023 Q2	$420K	Buy	4,170 +223	+6%	+$22.4K	0.03%	170
2023 Q1	$397K	Buy	+3,947	New	+$396K	0.04%	169

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

McAdam LLC's SGOV Position: Q2 2026 in Review

McAdam LLC increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.7% in Q2 2026, buying an estimated $273K and bringing the position to 30,659 shares worth $3.09M. The position accounts for 0.12% of the portfolio, ranked #84.

McAdam LLC first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.13M in Q4 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

McAdam LLC held 30,659 shares of iShares 0-3 Month Treasury Bond ETF worth $3.09M as of Q2 2026.
McAdam LLC bought 2,711 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $273K.
iShares 0-3 Month Treasury Bond ETF made up 0.12% of McAdam LLC's portfolio in Q2 2026, its #84 holding.
McAdam LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
McAdam LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $4.13M in Q4 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.