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

NewEdge Wealth’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 		$8.61M Buy
85,487
+67,937
+387% +$6.83M 0.09% 156
2026
Q1 		$1.77M Buy
17,550
+4,717
+37% +$474K 0.02% 467
2025
Q4 		$1.29M Buy
12,833
+1,712
+15% +$172K 0.01% 567
2025
Q3 		$1.12M Buy
11,121
+6,639
+148% +$668K 0.02% 539
2025
Q2 		$450K Buy
+4,482
New +$451K 0.01% 741

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewEdge Wealth's SGOV Position: Q2 2026 in Review

NewEdge Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 387% in Q2 2026, buying an estimated $6.83M and bringing the position to 85,487 shares worth $8.61M. The position accounts for 0.09% of the portfolio, ranked #156.

NewEdge Wealth first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • NewEdge Wealth held 85,487 shares of iShares 0-3 Month Treasury Bond ETF worth $8.61M as of Q2 2026.
  • NewEdge Wealth bought 67,937 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.83M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.09% of NewEdge Wealth's portfolio in Q2 2026, its #156 holding.
  • NewEdge Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.