Modern Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Modern Wealth Management’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	$1.7M	Sell	16,888 -13,207	-44%	-$1.33M	0.02%	417
2026 Q1	$3.02M	Buy	30,095 +21,787	+262%	+$2.19M	0.05%	255
2025 Q4	$834K	Buy	8,308 +1,354	+19%	+$136K	0.02%	439
2025 Q3	$700K	Buy	6,954 +3,337	+92%	+$336K	0.01%	449
2025 Q2	$364K	Sell	3,617 -1,993	-36%	-$200K	0.01%	559
2025 Q1	$565K	Buy	+5,610	New	+$564K	0.02%	396

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

Modern Wealth Management's SGOV Position: Q2 2026 in Review

Modern Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 44% in Q2 2026, selling an estimated $1.33M and leaving 16,888 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #417.

Modern Wealth Management first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.02M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Modern Wealth Management held 16,888 shares of iShares 0-3 Month Treasury Bond ETF worth $1.7M as of Q2 2026.
Modern Wealth Management sold 13,207 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.33M.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #417 holding.
Modern Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Modern Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $3.02M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.