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

Merit Financial 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	$2.09M	Sell	20,714 -17,147	-45%	-$1.72M	0.01%	736
2026 Q1	$3.81M	Sell	37,861 -1,279	-3%	-$129K	0.03%	465
2025 Q4	$3.93M	Buy	39,140 +3,002	+8%	+$302K	0.03%	423
2025 Q3	$3.64M	Buy	36,138 +2,580	+8%	+$259K	0.03%	389
2025 Q2	$3.38M	Buy	+33,558	New	+$3.37M	0.04%	367

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

Merit Financial Group's SGOV Position: Q2 2026 in Review

Merit Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 45% in Q2 2026, selling an estimated $1.72M and leaving 20,714 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #736.

Merit Financial Group first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.93M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Merit Financial Group held 20,714 shares of iShares 0-3 Month Treasury Bond ETF worth $2.09M as of Q2 2026.
Merit Financial Group sold 17,147 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.72M.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #736 holding.
Merit Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Merit Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $3.93M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.