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

Mutual 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	$106M	Buy	1,052,850 +30,357	+3%	+$3.05M	2%	6
2026 Q1	$103M	Buy	1,022,493 +13,538	+1%	+$1.36M	2.21%	5
2025 Q4	$101M	Sell	1,008,955 -473	-0%	-$47.5K	2.17%	7
2025 Q3	$102M	Buy	1,009,428 +139,479	+16%	+$14M	2.24%	6
2025 Q2	$87.6M	Buy	869,949 +24,060	+3%	+$2.42M	2.19%	7
2025 Q1	$85.1M	Buy	845,889 +838,483	+11,322%	+$84.3M	2.44%	7
2024 Q4	$744K	Sell	7,406 -1,248	-14%	-$125K	0.02%	573
2024 Q3	$871K	Buy	8,654 +3,699	+75%	+$372K	0.03%	531
2024 Q2	$499K	Buy	4,955 +2,273	+85%	+$228K	0.02%	693
2024 Q1	$270K	Sell	2,682 -891	-25%	-$89.6K	0.01%	908
2023 Q4	$358K	Sell	3,573 -22,584	-86%	-$2.27M	0.01%	759
2023 Q3	$2.63M	Buy	26,157 +20,381	+353%	+$2.05M	0.1%	190
2023 Q2	$581K	Buy	+5,776	New	+$580K	0.02%	592
2023 Q1	–	Sell	-32,054	Closed	-$3.21M	–	1012
2022 Q4	$3.21M	Buy	32,054 +7,011	+28%	+$702K	0.14%	151
2022 Q3	$2.51M	Buy	+25,043	New	+$2.51M	0.13%	161

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

Mutual Advisors's SGOV Position: Q2 2026 in Review

Mutual Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3% in Q2 2026, buying an estimated $3.05M and bringing the position to 1,052,850 shares worth $106M. The position accounts for 2% of the portfolio, ranked #6.

Mutual Advisors first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Mutual Advisors held 1,052,850 shares of iShares 0-3 Month Treasury Bond ETF worth $106M as of Q2 2026.
Mutual Advisors bought 30,357 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.05M.
iShares 0-3 Month Treasury Bond ETF made up 2% of Mutual Advisors's portfolio in Q2 2026, its #6 holding.
Mutual Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.