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Moors & Cabot’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Moors & Cabot’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 		$1.18M Buy
11,720
+2,519
+27% +$253K 0.05% 341
2026
Q1 		$926K Buy
+9,201
New +$925K 0.04% 393

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

Moors & Cabot's SGOV Position: Q2 2026 in Review

Moors & Cabot increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 27% in Q2 2026, buying an estimated $253K and bringing the position to 11,720 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #341.

Moors & Cabot first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Moors & Cabot held 11,720 shares of iShares 0-3 Month Treasury Bond ETF worth $1.18M as of Q2 2026.
  • Moors & Cabot bought 2,519 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $253K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.05% of Moors & Cabot's portfolio in Q2 2026, its #341 holding.
  • Moors & Cabot first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.