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

Nottingham 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	$1.33M	Sell	8,646 -4,545	-34%	-$457K	0.16%	54
2026 Q1	$1.33M	Sell	13,191 -58,256	-82%	-$5.86M	0.17%	52
2025 Q4	$7.17M	Buy	71,447 +14,162	+25%	+$1.42M	1%	24
2025 Q3	$5.77M	Sell	57,285 -73,168	-56%	-$7.36M	0.8%	28
2025 Q2	$13.1M	Buy	130,453 +68,706	+111%	+$6.91M	1.95%	18
2025 Q1	$6.22M	Sell	61,747 -65,834	-52%	-$6.62M	0.95%	24
2024 Q4	$12.8M	Sell	127,581 -15,474	-11%	-$1.55M	1.62%	17
2024 Q3	$14.4M	Sell	143,055 -6,808	-5%	-$684K	1.59%	17
2024 Q2	$15.1M	Sell	149,863 -13,498	-8%	-$1.36M	1.79%	18
2024 Q1	$16.5M	Buy	163,361 +31,456	+24%	+$3.16M	2.01%	15
2023 Q4	$12.1M	Sell	131,905 -51,585	-28%	-$5.18M	1.69%	18
2023 Q3	$16M	Buy	183,490 +3,909	+2%	+$393K	2.47%	11
2023 Q2	$18.1M	Buy	179,581 +22,199	+14%	+$2.23M	2.37%	13
2023 Q1	$15.8M	Buy	157,382 +108,539	+222%	+$10.9M	2.11%	15
2022 Q4	$4.89M	Buy	+48,843	New	+$4.89M	0.66%	34

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

Nottingham Advisors's SGOV Position: Q2 2026 in Review

Nottingham Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 34% in Q2 2026, selling an estimated $457K and leaving 8,646 shares worth $1.33M. The position accounts for 0.16% of the portfolio, ranked #54.

Nottingham Advisors first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.1M in Q2 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Nottingham Advisors held 8,646 shares of iShares 0-3 Month Treasury Bond ETF worth $1.33M as of Q2 2026.
Nottingham Advisors sold 4,545 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $457K.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of Nottingham Advisors's portfolio in Q2 2026, its #54 holding.
Nottingham Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Nottingham Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $18.1M in Q2 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Nottingham Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.