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

NewEdge 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	$32.8M	Buy	325,651 +12,203	+4%	+$1.23M	0.1%	211
2026 Q1	$31.6M	Buy	313,448 +191,141	+156%	+$19.2M	0.11%	179
2025 Q4	$12.3M	Sell	122,307 -8,218	-6%	-$826K	0.04%	373
2025 Q3	$13.1M	Buy	130,525 +39,717	+44%	+$3.99M	0.06%	327
2025 Q2	$9.14M	Buy	90,808 +6,954	+8%	+$699K	0.05%	388
2025 Q1	$8.44M	Buy	83,854 +19,613	+31%	+$1.97M	0.05%	363
2024 Q4	$6.44M	Buy	64,241 +3,386	+6%	+$340K	0.04%	415
2024 Q3	$6.13M	Sell	60,855 -7,944	-12%	-$799K	0.04%	414
2024 Q2	$6.93M	Buy	68,799 +5,137	+8%	+$516K	0.05%	353
2024 Q1	$6.41M	Sell	63,662 -33,987	-35%	-$3.42M	0.06%	326
2023 Q4	$9.79M	Buy	97,649 +38,077	+64%	+$3.82M	0.09%	211
2023 Q3	$6M	Buy	59,572 +7,949	+15%	+$798K	0.07%	286
2023 Q2	$5.19M	Buy	51,623 +9	+0%	+$904	0.06%	313
2023 Q1	$5.19M	Buy	51,614 +18,789	+57%	+$1.88M	0.06%	295
2022 Q4	$456K	Buy	32,825 +28,310	+627%	+$2.84M	0.01%	825
2022 Q3	$453K	Sell	4,515 -9,023	-67%	-$903K	0.01%	1009
2022 Q2	$1.35M	Buy	+13,538	New	+$1.35M	0.02%	558

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

NewEdge Advisors's SGOV Position: Q2 2026 in Review

NewEdge Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.9% in Q2 2026, buying an estimated $1.23M and bringing the position to 325,651 shares worth $32.8M. The position accounts for 0.1% of the portfolio, ranked #211.

NewEdge Advisors first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. 1,310 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

NewEdge Advisors held 325,651 shares of iShares 0-3 Month Treasury Bond ETF worth $32.8M as of Q2 2026.
NewEdge Advisors bought 12,203 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.23M.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of NewEdge Advisors's portfolio in Q2 2026, its #211 holding.
NewEdge Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
1,310 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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