Private Client Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Private Client Services’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	$2.86M	Sell	28,407 -6,614	-19%	-$665K	0.75%	30
2026 Q1	$3.53M	Buy	35,021 +27,269	+352%	+$2.74M	1.05%	23
2025 Q4	$778K	Buy	7,752 +1,685	+28%	+$169K	0.24%	76
2025 Q3	$611K	Buy	6,067 +1,989	+49%	+$200K	0.2%	90
2025 Q2	$411K	Buy	+4,078	New	+$410K	0.16%	125

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 Client Services's SGOV Position: Q2 2026 in Review

Private Client Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 19% in Q2 2026, selling an estimated $665K and leaving 28,407 shares worth $2.86M. The position accounts for 0.75% of the portfolio, ranked #30.

Private Client Services first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.53M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Private Client Services held 28,407 shares of iShares 0-3 Month Treasury Bond ETF worth $2.86M as of Q2 2026.
Private Client Services sold 6,614 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $665K.
iShares 0-3 Month Treasury Bond ETF made up 0.75% of Private Client Services's portfolio in Q2 2026, its #30 holding.
Private Client Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Private Client Services's iShares 0-3 Month Treasury Bond ETF position peaked at $3.53M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.