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MMBG Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

MMBG Investment 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 		$4.31M Buy
42,825
+20,880
+95% +$2.1M 0.34% 45
2026
Q1 		$2.21M Buy
21,945
+19,880
+963% +$2M 0.2% 66
2025
Q4 		$207K Hold
2,065
– – 0.02% 175
2025
Q3 		$208K Hold
2,065
– – 0.02% 178
2025
Q2 		$208K Hold
2,065
– – 0.02% 176
2025
Q1 		$208K Buy
+2,065
New +$208K 0.02% 167

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B 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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MMBG Investment Advisors's SGOV Position: Q2 2026 in Review

MMBG Investment Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 95% in Q2 2026, buying an estimated $2.1M and bringing the position to 42,825 shares worth $4.31M. The position accounts for 0.34% of the portfolio, ranked #45.

MMBG Investment Advisors first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 988 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • MMBG Investment Advisors held 42,825 shares of iShares 0-3 Month Treasury Bond ETF worth $4.31M as of Q2 2026.
  • MMBG Investment Advisors bought 20,880 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.1M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.34% of MMBG Investment Advisors's portfolio in Q2 2026, its #45 holding.
  • MMBG Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.