MPWM Advisory Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

MPWM Advisory Solutions’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	$509K	Sell	5,055 -531	-10%	-$53.4K	0.23%	62
2026 Q1	$562K	Sell	5,586 -1,186	-18%	-$119K	0.3%	55
2025 Q4	$680K	Hold	6,772	–	–	0.38%	44
2025 Q3	$682K	Sell	6,772 -8,344	-55%	-$839K	0.41%	40
2025 Q2	$1.52M	Buy	15,116 +10,016	+196%	+$1.01M	0.96%	21
2025 Q1	$513K	Sell	5,100 -548	-10%	-$55.1K	0.37%	39
2024 Q4	$567K	Buy	+5,648	New	+$567K	0.41%	35

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

MPWM Advisory Solutions's SGOV Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.5% in Q2 2026, selling an estimated $53.4K and leaving 5,055 shares worth $509K. The position accounts for 0.23% of the portfolio, ranked #62.

MPWM Advisory Solutions first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q2 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

MPWM Advisory Solutions held 5,055 shares of iShares 0-3 Month Treasury Bond ETF worth $509K as of Q2 2026.
MPWM Advisory Solutions sold 531 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $53.4K.
iShares 0-3 Month Treasury Bond ETF made up 0.23% of MPWM Advisory Solutions's portfolio in Q2 2026, its #62 holding.
MPWM Advisory Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $1.52M in Q2 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.