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

Private Advisory 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	$23.9M	Buy	237,617 +142,198	+149%	+$14.3M	1.29%	17
2026 Q1	$9.6M	Sell	95,419 -90,700	-49%	-$9.12M	0.63%	55
2025 Q4	$18.7M	Sell	186,119 -101,707	-35%	-$10.2M	1.46%	15
2025 Q3	$29M	Buy	287,826 +118,082	+70%	+$11.9M	2.38%	8
2025 Q2	$17.1M	Buy	169,744 +122,447	+259%	+$12.3M	1.55%	14
2025 Q1	$4.76M	Sell	47,297 -23,026	-33%	-$2.31M	0.53%	56
2024 Q4	$7.05M	Buy	70,323 +49,457	+237%	+$4.97M	0.79%	31
2024 Q3	$2.1M	Buy	+20,866	New	+$2.1M	0.25%	84

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 Advisory Group's SGOV Position: Q2 2026 in Review

Private Advisory Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 149% in Q2 2026, buying an estimated $14.3M and bringing the position to 237,617 shares worth $23.9M. The position accounts for 1.29% of the portfolio, ranked #17.

Private Advisory Group first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $29M in Q3 2025. 1,306 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Private Advisory Group held 237,617 shares of iShares 0-3 Month Treasury Bond ETF worth $23.9M as of Q2 2026.
Private Advisory Group bought 142,198 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $14.3M.
iShares 0-3 Month Treasury Bond ETF made up 1.29% of Private Advisory Group's portfolio in Q2 2026, its #17 holding.
Private Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Private Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $29M in Q3 2025.
1,306 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.