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Minot DeBlois Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Minot DeBlois 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 		$301K Hold
2,987
– – 0.26% 74
2026
Q1 		$301K Buy
+2,987
New +$300K 0.27% 72
2025
Q4 		– Sell
-1,987
Closed -$200K – 234
2025
Q3 		$200K Buy
+1,987
New +$200K 0.18% 77

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Minot DeBlois Advisors's SGOV Position: Q2 2026 in Review

Minot DeBlois Advisors held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 2,987 shares worth $301K. The position accounts for 0.26% of the portfolio, ranked #74.

Minot DeBlois Advisors first reported a position in SGOV in Q3 2025 and has held it in 3 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Minot DeBlois Advisors held 2,987 shares of iShares 0-3 Month Treasury Bond ETF worth $301K as of Q2 2026.
  • Minot DeBlois Advisors left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.26% of Minot DeBlois Advisors's portfolio in Q2 2026, its #74 holding.
  • Minot DeBlois Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.