Principal Securities’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Principal Securities’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	$2.04M	Sell	20,243 -267	-1%	-$26.8K	0.02%	539
2026 Q1	$2.06M	Sell	20,510 -682	-3%	-$68.6K	0.03%	479
2025 Q4	$2.13M	Buy	21,192 +194	+0.9%	+$19.5K	0.03%	456
2025 Q3	$2.11M	Sell	20,998 -8,459	-29%	-$851K	0.03%	444
2025 Q2	$2.97M	Sell	29,457 -12,210	-29%	-$1.23M	0.06%	306
2025 Q1	$4.18M	Hold	41,667	–	–	0.09%	213
2024 Q4	$4.18M	Buy	41,667 +8,234	+25%	+$827K	0.09%	211
2024 Q3	$3.37M	Buy	33,433 +11,325	+51%	+$1.14M	0.08%	233
2024 Q2	$2.23M	Buy	22,108 +1,390	+7%	+$140K	0.06%	279
2024 Q1	$2.09M	Buy	20,718 +5,804	+39%	+$583K	0.07%	268
2023 Q4	$1.5M	Buy	+14,914	New	+$1.5M	0.06%	311

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

Principal Securities's SGOV Position: Q2 2026 in Review

Principal Securities reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.3% in Q2 2026, selling an estimated $26.8K and leaving 20,243 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #539.

Principal Securities first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.18M in Q1 2025. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Principal Securities held 20,243 shares of iShares 0-3 Month Treasury Bond ETF worth $2.04M as of Q2 2026.
Principal Securities sold 267 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $26.8K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #539 holding.
Principal Securities first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares 0-3 Month Treasury Bond ETF position peaked at $4.18M in Q1 2025.
1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.