Ogorek Anthony Joseph’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ogorek Anthony Joseph’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	$510K	Sell	5,073 -268	-5%	-$26.9K	0.13%	55
2026 Q1	$537K	Sell	5,341 -322	-6%	-$32.4K	0.15%	50
2025 Q4	$568K	Buy	5,663 +1,454	+35%	+$146K	0.16%	49
2025 Q3	$423K	Sell	4,209 -6	-0.1%	-$603	0.12%	54
2025 Q2	$424K	Sell	4,215 -171	-4%	-$17.2K	0.13%	51
2025 Q1	$441K	Buy	4,386 +647	+17%	+$65K	0.15%	53
2024 Q4	$375K	Buy	3,739 +386	+12%	+$38.8K	0.12%	53
2024 Q3	$337K	Buy	3,353 +617	+23%	+$62K	0.12%	49
2024 Q2	$275K	Buy	+2,736	New	+$275K	0.1%	54

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

Ogorek Anthony Joseph's SGOV Position: Q2 2026 in Review

Ogorek Anthony Joseph reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5% in Q2 2026, selling an estimated $26.9K and leaving 5,073 shares worth $510K. The position accounts for 0.13% of the portfolio, ranked #55.

Ogorek Anthony Joseph first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $568K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Ogorek Anthony Joseph held 5,073 shares of iShares 0-3 Month Treasury Bond ETF worth $510K as of Q2 2026.
Ogorek Anthony Joseph sold 268 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $26.9K.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #55 holding.
Ogorek Anthony Joseph first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Ogorek Anthony Joseph's iShares 0-3 Month Treasury Bond ETF position peaked at $568K in Q4 2025.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.