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Millstone Evans Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Millstone Evans 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 		$43.9K Buy
436
+218
+100% +$21.9K 0.02% 368
2026
Q1 		$21.9K Hold
218
– – 0.01% 470
2025
Q4 		$21.9K Hold
218
– – 0.01% 465
2025
Q3 		$22K Buy
218
+118
+118% +$11.9K 0.01% 445
2025
Q2 		$10.1K Sell
100
-312
-76% -$31.4K 0.01% 525
2025
Q1 		$41.5K Buy
+412
New +$41.4K 0.03% 327

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Millstone Evans Group's SGOV Position: Q2 2026 in Review

Millstone Evans Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 100% in Q2 2026, buying an estimated $21.9K and bringing the position to 436 shares worth $43.9K. The position accounts for 0.02% of the portfolio, ranked #368.

Millstone Evans Group first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 1,128 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Millstone Evans Group held 436 shares of iShares 0-3 Month Treasury Bond ETF worth $43.9K as of Q2 2026.
  • Millstone Evans Group bought 218 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $21.9K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #368 holding.
  • Millstone Evans Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,128 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.