Morgan Stanley
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Morgan Stanley’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Morgan Stanley’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 		$853M Buy
8,473,084
+74,077
+0.9% +$7.45M 0.05% 372
2026
Q1 		$845M Buy
8,399,007
+400,371
+5% +$40.2M 0.05% 353
2025
Q4 		$803M Sell
7,998,636
-252,671
-3% -$25.4M 0.05% 370
2025
Q3 		$831M Sell
8,251,307
-145,379
-2% -$14.6M 0.05% 349
2025
Q2 		$845M Buy
8,396,686
+2,106,911
+33% +$212M 0.06% 335
2025
Q1 		$633M Buy
6,289,775
+1,062,632
+20% +$107M 0.05% 392
2024
Q4 		$524M Buy
5,227,143
+234,159
+5% +$23.5M 0.04% 456
2024
Q3 		$503M Buy
4,992,984
+589,655
+13% +$59.3M 0.04% 465
2024
Q2 		$443M Buy
4,403,329
+503,805
+13% +$50.6M 0.03% 489
2024
Q1 		$393M Sell
3,899,524
-4,710,798
-55% -$473M 0.03% 521
2023
Q4 		$863M Buy
8,610,322
+3,936,798
+84% +$395M 0.04% 457
2023
Q3 		$470M Buy
4,673,524
+920,742
+25% +$92.5M 0.05% 380
2023
Q2 		$378M Buy
3,752,782
+292,728
+8% +$29.4M 0.04% 458
2023
Q1 		$348M Buy
3,460,054
+895,368
+35% +$89.8M 0.04% 486
2022
Q4 		$257M Buy
2,564,686
+1,016,473
+66% +$102M 0.03% 581
2022
Q3 		$155M Buy
1,548,213
+875,473
+130% +$87.6M 0.02% 681
2022
Q2 		$67.4M Buy
672,740
+648,448
+2,669% +$64.9M 0.01% 1177
2022
Q1 		$2.43M Buy
24,292
+23,836
+5,227% +$2.38M ﹤0.01% 4373
2021
Q4 		$46K Buy
456
+446
+4,460% +$44.6K ﹤0.01% 6851
2021
Q3 		$1K Hold
10
– – ﹤0.01% 7798
2021
Q2 		$1K Hold
10
– – ﹤0.01% 7628
2021
Q1 		$1K Buy
+10
New +$1K ﹤0.01% 7375

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
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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Morgan Stanley's SGOV Position: Q2 2026 in Review

Morgan Stanley increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.88% in Q2 2026, buying an estimated $7.45M and bringing the position to 8,473,084 shares worth $853M. The position accounts for 0.05% of the portfolio, ranked #372.

Morgan Stanley first reported a position in SGOV in Q1 2021 and has held it in 22 quarters since. The position peaked at $863M in Q4 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Morgan Stanley held 8,473,084 shares of iShares 0-3 Month Treasury Bond ETF worth $853M as of Q2 2026.
  • Morgan Stanley bought 74,077 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.45M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.05% of Morgan Stanley's portfolio in Q2 2026, its #372 holding.
  • Morgan Stanley first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Morgan Stanley's iShares 0-3 Month Treasury Bond ETF position peaked at $863M in Q4 2023.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.