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

MONECO 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	$64.1M	Buy	637,159 +36,940	+6%	+$3.71M	3.92%	1
2026 Q1	$60.4M	Sell	600,219 -72,528	-11%	-$7.29M	4.69%	1
2025 Q4	$67.5M	Buy	672,747 +6,662	+1%	+$670K	5.36%	1
2025 Q3	$67.1M	Buy	666,085 +57,415	+9%	+$5.77M	5.6%	1
2025 Q2	$61.3M	Buy	608,670 +70,973	+13%	+$7.13M	5.7%	1
2025 Q1	$54.1M	Buy	537,697 +12,421	+2%	+$1.25M	5.6%	1
2024 Q4	$52.7M	Buy	525,276 +328,542	+167%	+$33M	5.56%	1
2024 Q3	$19.8M	Buy	196,734 +184,465	+1,504%	+$18.5M	2.47%	3
2024 Q2	$1.24M	Sell	12,269 -513	-4%	-$51.6K	0.18%	126
2024 Q1	$1.29M	Buy	+12,782	New	+$1.28M	0.2%	120

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

MONECO Advisors's SGOV Position: Q2 2026 in Review

MONECO Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.2% in Q2 2026, buying an estimated $3.71M and bringing the position to 637,159 shares worth $64.1M. The position accounts for 3.92% of the portfolio, ranked #1.

MONECO Advisors first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $67.5M in Q4 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

MONECO Advisors held 637,159 shares of iShares 0-3 Month Treasury Bond ETF worth $64.1M as of Q2 2026.
MONECO Advisors bought 36,940 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.71M.
iShares 0-3 Month Treasury Bond ETF made up 3.92% of MONECO Advisors's portfolio in Q2 2026, its #1 holding.
MONECO Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
MONECO Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $67.5M in Q4 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.