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

Operose 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	$785K	Hold	7,800	–	–	0.15%	71
2026 Q1	$785K	Buy	+7,800	New	+$784K	0.18%	66
2024 Q1	–	Sell	-315	Closed	-$31.6K	–	667
2023 Q4	$31.6K	Buy	+315	New	+$31.6K	0.01%	283

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

Operose Advisors's SGOV Position: Q2 2026 in Review

Operose Advisors held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 7,800 shares worth $785K. The position accounts for 0.15% of the portfolio, ranked #71.

Operose Advisors first reported a position in SGOV in Q4 2023 and has held it in 3 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Operose Advisors held 7,800 shares of iShares 0-3 Month Treasury Bond ETF worth $785K as of Q2 2026.
Operose Advisors left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of Operose Advisors's portfolio in Q2 2026, its #71 holding.
Operose Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 3 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.