Mercer Global Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Mercer Global Advisors’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	$17.4M	Sell	172,607 -163,046	-49%	-$16.4M	0.02%	399
2026 Q1	$33.8M	Sell	335,653 -94,788	-22%	-$9.53M	0.05%	232
2025 Q4	$43.2M	Sell	430,441 -36,845	-8%	-$3.7M	0.07%	183
2025 Q3	$47.1M	Buy	467,286 +447,502	+2,262%	+$45M	0.08%	153
2025 Q2	$1.99M	Buy	19,784 +15,213	+333%	+$1.53M	﹤0.01%	891
2025 Q1	$460K	Sell	4,571 -2,851	-38%	-$287K	﹤0.01%	1520
2024 Q4	$745K	Buy	7,422 +1,419	+24%	+$143K	﹤0.01%	1237
2024 Q3	$604K	Sell	6,003 -296	-5%	-$29.8K	﹤0.01%	1243
2024 Q2	$634K	Sell	6,299 -855	-12%	-$85.9K	﹤0.01%	1178
2024 Q1	$729K	Buy	7,154 +3,951	+123%	+$397K	﹤0.01%	1090
2023 Q4	$321K	Sell	3,203 -786	-20%	-$78.9K	﹤0.01%	1569
2023 Q3	$402K	Sell	3,989 -1,573	-28%	-$158K	﹤0.01%	1362
2023 Q2	$560K	Sell	5,562 -24,418	-81%	-$2.45M	﹤0.01%	1177
2023 Q1	$3.02M	Buy	29,980 +1,855	+7%	+$186K	0.01%	571
2022 Q4	$2.82M	Buy	28,125 +5,859	+26%	+$587K	0.01%	594
2022 Q3	$2.23M	Buy	+22,266	New	+$2.23M	0.01%	601

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

Mercer Global Advisors's SGOV Position: Q2 2026 in Review

Mercer Global Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 49% in Q2 2026, selling an estimated $16.4M and leaving 172,607 shares worth $17.4M. The position accounts for 0.02% of the portfolio, ranked #399.

Mercer Global Advisors first reported a position in SGOV in Q3 2022 and has held it in 16 quarters since. The position peaked at $47.1M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Mercer Global Advisors held 172,607 shares of iShares 0-3 Month Treasury Bond ETF worth $17.4M as of Q2 2026.
Mercer Global Advisors sold 163,046 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $16.4M.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #399 holding.
Mercer Global Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Mercer Global Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $47.1M in Q3 2025.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.