Mount Yale Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Mount Yale Investment 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	$8.35M	Buy	82,926 +13,605	+20%	+$1.37M	0.15%	151
2026 Q1	$6.98M	Sell	69,321 -11,950	-15%	-$1.2M	0.16%	139
2025 Q4	$8.16M	Buy	81,271 +78,884	+3,305%	+$7.93M	0.39%	53
2025 Q3	$240K	Buy	+2,387	New	+$240K	0.02%	581

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

Mount Yale Investment Advisors's SGOV Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 20% in Q2 2026, buying an estimated $1.37M and bringing the position to 82,926 shares worth $8.35M. The position accounts for 0.15% of the portfolio, ranked #151.

Mount Yale Investment Advisors first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. 1,310 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Mount Yale Investment Advisors held 82,926 shares of iShares 0-3 Month Treasury Bond ETF worth $8.35M as of Q2 2026.
Mount Yale Investment Advisors bought 13,605 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.37M.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #151 holding.
Mount Yale Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,310 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.