Old Mission Investment Co’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Old Mission Investment Co’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	$1.48M	Buy	14,668 +3,838	+35%	+$386K	0.31%	47
2026 Q1	$1.09M	Buy	10,830 +220	+2%	+$22.1K	0.25%	53
2025 Q4	$1.07M	Buy	10,610 +4,311	+68%	+$433K	0.25%	50
2025 Q3	$634K	Buy	+6,299	New	+$633K	0.15%	65

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

Old Mission Investment Co's SGOV Position: Q2 2026 in Review

Old Mission Investment Co increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 35% in Q2 2026, buying an estimated $386K and bringing the position to 14,668 shares worth $1.48M. The position accounts for 0.31% of the portfolio, ranked #47.

Old Mission Investment Co first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. 1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Old Mission Investment Co held 14,668 shares of iShares 0-3 Month Treasury Bond ETF worth $1.48M as of Q2 2026.
Old Mission Investment Co bought 3,838 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $386K.
iShares 0-3 Month Treasury Bond ETF made up 0.31% of Old Mission Investment Co's portfolio in Q2 2026, its #47 holding.
Old Mission Investment Co first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.