NWAM LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

NWAM LLC’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	$4.05M	Buy	40,200 +21,090	+110%	+$2.12M	0.2%	115
2026 Q1	$1.92M	Buy	19,110 +9,172	+92%	+$922K	0.11%	183
2025 Q4	$1,000K	Buy	9,938 +138	+1%	+$13.9K	0.06%	278
2025 Q3	$986K	Buy	9,800 +212	+2%	+$21.3K	0.05%	283
2025 Q2	$966K	Buy	9,588 +517	+6%	+$52K	0.06%	275
2025 Q1	$913K	Buy	9,071 +302	+3%	+$30.4K	0.08%	220
2024 Q4	$880K	Buy	8,769 +1,921	+28%	+$193K	0.05%	278
2024 Q3	$690K	Buy	+6,848	New	+$688K	0.04%	322
2024 Q2	–	Sell	-2,236	Closed	-$224K	–	455
2024 Q1	$224K	Hold	2,236	–	–	0.02%	510
2023 Q4	$224K	Buy	2,236 +207	+10%	+$20.8K	0.02%	504
2023 Q3	$204K	Hold	2,029	–	–	0.02%	475
2023 Q2	$204K	Sell	2,029 -419	-17%	-$42.1K	0.02%	507
2023 Q1	$246K	Buy	+2,448	New	+$246K	0.03%	404

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

NWAM LLC's SGOV Position: Q2 2026 in Review

NWAM LLC increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 110% in Q2 2026, buying an estimated $2.12M and bringing the position to 40,200 shares worth $4.05M. The position accounts for 0.2% of the portfolio, ranked #115.

NWAM LLC first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

NWAM LLC held 40,200 shares of iShares 0-3 Month Treasury Bond ETF worth $4.05M as of Q2 2026.
NWAM LLC bought 21,090 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.12M.
iShares 0-3 Month Treasury Bond ETF made up 0.2% of NWAM LLC's portfolio in Q2 2026, its #115 holding.
NWAM LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.