Nest Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Nest Investments’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	$13.3M	Sell	132,254 -3,929	-3%	-$395K	10.12%	4
2026 Q1	$13.7M	Sell	136,183 -7,530	-5%	-$757K	11.14%	4
2025 Q4	$14.4M	Buy	+143,713	New	+$14.4M	12.07%	2

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

Nest Investments's SGOV Position: Q2 2026 in Review

Nest Investments reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.9% in Q2 2026, selling an estimated $395K and leaving 132,254 shares worth $13.3M. The position accounts for 10.12% of the portfolio, ranked #4.

Nest Investments first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.4M in Q4 2025. 1,299 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Nest Investments held 132,254 shares of iShares 0-3 Month Treasury Bond ETF worth $13.3M as of Q2 2026.
Nest Investments sold 3,929 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $395K.
iShares 0-3 Month Treasury Bond ETF made up 10.12% of Nest Investments's portfolio in Q2 2026, its #4 holding.
Nest Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Nest Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $14.4M in Q4 2025.
1,299 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Nest Investments's 13F filing for Q2 2026, filed 14 Aug 2026.