Private Advisor Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Private Advisor Group’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	$35.1M	Sell	348,845 -214,157	-38%	-$21.5M	0.16%	138
2026 Q1	$56.7M	Buy	563,002 +206,925	+58%	+$20.8M	0.27%	77
2025 Q4	$35.7M	Buy	356,077 +94,232	+36%	+$9.47M	0.17%	129
2025 Q3	$26.4M	Sell	261,845 -36,885	-12%	-$3.71M	0.13%	162
2025 Q2	$30.1M	Buy	298,730 +24,496	+9%	+$2.46M	0.16%	129
2025 Q1	$27.6M	Buy	274,234 +86,115	+46%	+$8.66M	0.17%	125
2024 Q4	$18.9M	Buy	188,119 +7,405	+4%	+$744K	0.11%	177
2024 Q3	$18.2M	Buy	180,714 +6,375	+4%	+$641K	0.11%	177
2024 Q2	$17.6M	Buy	174,339 +66,934	+62%	+$6.73M	0.12%	164
2024 Q1	$10.8M	Sell	107,405 -1,608	-1%	-$162K	0.08%	242
2023 Q4	$10.9M	Buy	109,013 +30,049	+38%	+$3.02M	0.09%	223
2023 Q3	$7.95M	Buy	78,964 +50,491	+177%	+$5.07M	0.07%	264
2023 Q2	$2.87M	Buy	28,473 +9,275	+48%	+$931K	0.02%	580
2023 Q1	$1.93M	Buy	+19,198	New	+$1.93M	0.02%	698
2022 Q4	–	Sell	-5,630	Closed	-$565K	–	1925
2022 Q3	$565K	Buy	+5,630	New	+$564K	0.01%	1178
2021 Q3	–	Sell	-30,855	Closed	-$3.09M	–	2091
2021 Q2	$3.09M	Buy	+30,855	New	+$3.09M	0.03%	588

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

Private Advisor Group's SGOV Position: Q2 2026 in Review

Private Advisor Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 38% in Q2 2026, selling an estimated $21.5M and leaving 348,845 shares worth $35.1M. The position accounts for 0.16% of the portfolio, ranked #138.

Private Advisor Group first reported a position in SGOV in Q2 2021 and has held it in 16 quarters since. The position peaked at $56.7M in Q1 2026. 1,303 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Private Advisor Group held 348,845 shares of iShares 0-3 Month Treasury Bond ETF worth $35.1M as of Q2 2026.
Private Advisor Group sold 214,157 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $21.5M.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of Private Advisor Group's portfolio in Q2 2026, its #138 holding.
Private Advisor Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2021 and has held it in 16 quarters since.
Private Advisor Group's iShares 0-3 Month Treasury Bond ETF position peaked at $56.7M in Q1 2026.
1,303 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.