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

Parallel 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	$2.74M	Sell	27,204 -1,635	-6%	-$164K	0.04%	263
2026 Q1	$2.9M	Buy	28,839 +10,893	+61%	+$1.09M	0.05%	239
2025 Q4	$1.8M	Buy	17,946 +3,924	+28%	+$394K	0.03%	315
2025 Q3	$1.41M	Buy	14,022 +3,932	+39%	+$395K	0.03%	351
2025 Q2	$1.02M	Buy	10,090 +710	+8%	+$71.4K	0.02%	414
2025 Q1	$944K	Buy	9,380 +1	+0%	+$101	0.02%	411
2024 Q4	$941K	Buy	9,379 +200	+2%	+$20.1K	0.02%	417
2024 Q3	$925K	Buy	9,179 +8,400	+1,078%	+$844K	0.02%	401
2024 Q2	$78.5K	Buy	779 +704	+939%	+$70.8K	﹤0.01%	1287
2024 Q1	$7.55K	Sell	75 -63	-46%	-$6.33K	﹤0.01%	2413
2023 Q4	$13.8K	Sell	138 -995	-88%	-$99.9K	﹤0.01%	2139
2023 Q3	$114K	Buy	1,133 +1,058	+1,411%	+$106K	﹤0.01%	1023
2023 Q2	$7.55K	Hold	75	–	–	﹤0.01%	2286
2023 Q1	$7.54K	Sell	75 -24	-24%	-$2.41K	﹤0.01%	2252
2022 Q4	$9.91K	Sell	99 -3,000	-97%	-$301K	﹤0.01%	2028
2022 Q3	$311K	Buy	3,099 +24	+0.8%	+$2.4K	0.01%	526
2022 Q2	$308K	Hold	3,075	–	–	0.01%	529
2022 Q1	$308K	Buy	3,075 +75	+3%	+$7.5K	0.01%	573
2021 Q4	$300K	Hold	3,000	–	–	0.01%	603
2021 Q3	$300K	Sell	3,000 -21,001	-88%	-$2.1M	0.01%	568
2021 Q2	$2.4M	Buy	+24,001	New	+$2.4M	0.1%	145

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

Parallel Advisors's SGOV Position: Q2 2026 in Review

Parallel Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.7% in Q2 2026, selling an estimated $164K and leaving 27,204 shares worth $2.74M. The position accounts for 0.04% of the portfolio, ranked #263.

Parallel Advisors first reported a position in SGOV in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.9M in Q1 2026. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Parallel Advisors held 27,204 shares of iShares 0-3 Month Treasury Bond ETF worth $2.74M as of Q2 2026.
Parallel Advisors sold 1,635 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $164K.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Parallel Advisors's portfolio in Q2 2026, its #263 holding.
Parallel Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2021 and has held it in 21 quarters since.
Parallel Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.9M in Q1 2026.
1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.