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

MSH Capital 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	$1.62M	Buy	16,096 +2,092	+15%	+$210K	0.28%	92
2026 Q1	$1.41M	Buy	14,004 +3,287	+31%	+$330K	0.3%	88
2025 Q4	$1.08M	Buy	10,717 +7,017	+190%	+$705K	0.23%	108
2025 Q3	$373K	Buy	+3,700	New	+$372K	0.1%	187

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

MSH Capital Advisors's SGOV Position: Q2 2026 in Review

MSH Capital Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q2 2026, buying an estimated $210K and bringing the position to 16,096 shares worth $1.62M. The position accounts for 0.28% of the portfolio, ranked #92.

MSH Capital Advisors first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

MSH Capital Advisors held 16,096 shares of iShares 0-3 Month Treasury Bond ETF worth $1.62M as of Q2 2026.
MSH Capital Advisors bought 2,092 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $210K.
iShares 0-3 Month Treasury Bond ETF made up 0.28% of MSH Capital Advisors's portfolio in Q2 2026, its #92 holding.
MSH Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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