MML Investors Services
SGOV icon

MML Investors Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

MML Investors Services’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 		$76.3M Buy
757,607
+142,213
+23% +$14.3M 0.16% 133
2026
Q1 		$61.9M Buy
615,394
+62,351
+11% +$6.27M 0.17% 122
2025
Q4 		$55.5M Buy
553,043
+60,717
+12% +$6.1M 0.14% 151
2025
Q3 		$49.6M Buy
492,326
+82,497
+20% +$8.3M 0.13% 155
2025
Q2 		$41.3M Buy
409,829
+68,074
+20% +$6.84M 0.12% 179
2025
Q1 		$34.4M Buy
341,755
+86,831
+34% +$8.73M 0.11% 192
2024
Q4 		$25.6M Buy
254,924
+70,009
+38% +$7.03M 0.09% 225
2024
Q3 		$18.6M Buy
184,915
+24,608
+15% +$2.47M 0.07% 283
2024
Q2 		$16.1M Buy
160,307
+40,052
+33% +$4.03M 0.07% 289
2024
Q1 		$12.1M Sell
120,255
-9,871
-8% -$992K 0.05% 357
2023
Q4 		$13M Buy
130,126
+12,410
+11% +$1.25M 0.06% 311
2023
Q3 		$11.8M Buy
117,716
+7,815
+7% +$785K 0.07% 294
2023
Q2 		$11.1M Sell
109,901
-30,648
-22% -$3.08M 0.06% 307
2023
Q1 		$14.1M Buy
140,549
+95,850
+214% +$9.62M 0.1% 222
2022
Q4 		$4.48M Buy
44,699
+14,635
+49% +$1.47M 0.03% 525
2022
Q3 		$3.02M Buy
30,064
+20,997
+232% +$2.1M 0.02% 600
2022
Q2 		$908K Buy
+9,067
New +$907K 0.01% 1090
2021
Q1 		– Sell
-4,850
Closed -$485K – 1831
2020
Q4 		$485K Buy
+4,850
New +$485K 0.01% 1169

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

MML Investors Services's SGOV Position: Q2 2026 in Review

MML Investors Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q2 2026, buying an estimated $14.3M and bringing the position to 757,607 shares worth $76.3M. The position accounts for 0.16% of the portfolio, ranked #133.

MML Investors Services first reported a position in SGOV in Q4 2020 and has held it in 18 quarters since. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • MML Investors Services held 757,607 shares of iShares 0-3 Month Treasury Bond ETF worth $76.3M as of Q2 2026.
  • MML Investors Services bought 142,213 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $14.3M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.16% of MML Investors Services's portfolio in Q2 2026, its #133 holding.
  • MML Investors Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.