Thompson David Blair’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Thompson David Blair’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	$201K	Sell	1,999 -647	-24%	-$65K	0.1%	209
2026 Q1	$266K	Sell	2,646 -180	-6%	-$18.1K	0.15%	146
2025 Q4	$284K	Buy	+2,826	New	+$284K	0.16%	135
2024 Q4	$350K	Buy	+3,485	New	+$350K	0.25%	88

Other funds holding SGOV

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Thompson David Blair's SGOV Position: Q2 2026 in Review

Thompson David Blair reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 24% in Q2 2026, selling an estimated $65K and leaving 1,999 shares worth $201K. The position accounts for 0.1% of the portfolio, ranked #209.

Thompson David Blair first reported a position in SGOV in Q4 2024 and has held it in 4 quarters since. The position peaked at $350K in Q4 2024. 1,256 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Thompson David Blair held 1,999 shares of iShares 0-3 Month Treasury Bond ETF worth $201K as of Q2 2026.
Thompson David Blair sold 647 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $65K.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of Thompson David Blair's portfolio in Q2 2026, its #209 holding.
Thompson David Blair first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
Thompson David Blair's iShares 0-3 Month Treasury Bond ETF position peaked at $350K in Q4 2024.
1,256 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.