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

One Degree 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	$12.8M	Buy	127,371 +113,285	+804%	+$11.4M	2.85%	7
2026 Q1	$1.42M	Buy	14,086 +2,598	+23%	+$261K	0.37%	32
2025 Q4	$1.15M	Sell	11,488 -107,133	-90%	-$10.8M	0.32%	35
2025 Q3	$11.9M	Buy	118,621 +109,600	+1,215%	+$11M	3.66%	7
2025 Q2	$908K	Sell	9,021 -1,746	-16%	-$176K	0.32%	37
2025 Q1	$1.08M	Sell	10,767 -87,818	-89%	-$8.83M	0.45%	27
2024 Q4	$9.9M	Buy	98,585 +86,077	+688%	+$8.65M	4.03%	6
2024 Q3	$1.26M	Sell	12,508 -89,026	-88%	-$8.95M	0.53%	28
2024 Q2	$10.2M	Buy	101,534 +13,016	+15%	+$1.31M	4.93%	5
2024 Q1	$8.91M	Sell	88,518 -49	-0.1%	-$4.92K	4.44%	5
2023 Q4	$8.89M	Buy	+88,567	New	+$8.89M	4.54%	5

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

One Degree Advisors's SGOV Position: Q2 2026 in Review

One Degree Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 804% in Q2 2026, buying an estimated $11.4M and bringing the position to 127,371 shares worth $12.8M. The position accounts for 2.85% of the portfolio, ranked #7.

One Degree Advisors first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

One Degree Advisors held 127,371 shares of iShares 0-3 Month Treasury Bond ETF worth $12.8M as of Q2 2026.
One Degree Advisors bought 113,285 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $11.4M.
iShares 0-3 Month Treasury Bond ETF made up 2.85% of One Degree Advisors's portfolio in Q2 2026, its #7 holding.
One Degree Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on One Degree Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.