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

OneDigital Investment 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	$10.8M	Buy	106,823 +9,799	+10%	+$985K	0.09%	188
2026 Q1	$9.77M	Sell	97,024 -1,236	-1%	-$124K	0.1%	175
2025 Q4	$9.86M	Sell	98,260 -6,663	-6%	-$670K	0.1%	178
2025 Q3	$10.6M	Buy	104,923 +31,425	+43%	+$3.16M	0.11%	163
2025 Q2	$7.4M	Buy	73,498 +15,367	+26%	+$1.54M	0.08%	191
2025 Q1	$5.85M	Buy	58,131 +43,052	+286%	+$4.33M	0.07%	209
2024 Q4	$1.51M	Sell	15,079 -28,153	-65%	-$2.83M	0.02%	500
2024 Q3	$4.35M	Buy	43,232 +11,214	+35%	+$1.13M	0.05%	267
2024 Q2	$3.22M	Buy	32,018 +20,437	+176%	+$2.05M	0.04%	313
2024 Q1	$1.17M	Sell	11,581 -210	-2%	-$21.1K	0.02%	464
2023 Q4	$1.18M	Sell	11,791 -12,210	-51%	-$1.23M	0.02%	421
2023 Q3	$2.42M	Buy	24,001 +3,614	+18%	+$363K	0.05%	243
2023 Q2	$2.05M	Buy	+20,387	New	+$2.05M	0.05%	273

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

OneDigital Investment Advisors's SGOV Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 10% in Q2 2026, buying an estimated $985K and bringing the position to 106,823 shares worth $10.8M. The position accounts for 0.09% of the portfolio, ranked #188.

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

OneDigital Investment Advisors held 106,823 shares of iShares 0-3 Month Treasury Bond ETF worth $10.8M as of Q2 2026.
OneDigital Investment Advisors bought 9,799 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $985K.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of OneDigital Investment Advisors's portfolio in Q2 2026, its #188 holding.
OneDigital Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 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 OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.