Meeder Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Meeder Advisory Services’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	$28.9M	Sell	287,243 -81,798	-22%	-$8.22M	1.06%	18
2026 Q1	$37.1M	Buy	369,041 +113,809	+45%	+$11.4M	1.55%	12
2025 Q4	$25.6M	Buy	255,232 +22,766	+10%	+$2.29M	1.1%	21
2025 Q3	$23.4M	Sell	232,466 -5,575	-2%	-$561K	1.09%	21
2025 Q2	$24M	Buy	238,041 +9,865	+4%	+$992K	1.24%	17
2025 Q1	$23M	Buy	228,176 +43,239	+23%	+$4.35M	1.38%	13
2024 Q4	$18.6M	Buy	184,937 +6,280	+4%	+$631K	1.16%	19
2024 Q3	$18M	Buy	+178,657	New	+$18M	1.17%	16
2024 Q1	–	Sell	-3,933	Closed	-$394K	–	457
2023 Q4	$394K	Buy	3,933 +1,852	+89%	+$186K	0.05%	300
2023 Q3	$209K	Buy	+2,081	New	+$209K	0.03%	387

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

Meeder Advisory Services's SGOV Position: Q2 2026 in Review

Meeder Advisory Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 22% in Q2 2026, selling an estimated $8.22M and leaving 287,243 shares worth $28.9M. The position accounts for 1.06% of the portfolio, ranked #18.

Meeder Advisory Services first reported a position in SGOV in Q3 2023 and has held it in 10 quarters since. The position peaked at $37.1M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Meeder Advisory Services held 287,243 shares of iShares 0-3 Month Treasury Bond ETF worth $28.9M as of Q2 2026.
Meeder Advisory Services sold 81,798 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.22M.
iShares 0-3 Month Treasury Bond ETF made up 1.06% of Meeder Advisory Services's portfolio in Q2 2026, its #18 holding.
Meeder Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 10 quarters since.
Meeder Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $37.1M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.