Proathlete Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Proathlete Wealth Management’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	–	Sell	-93	Closed	-$9.36K	–	307
2026 Q1	$9.36K	Hold	93	–	–	﹤0.01%	161
2025 Q4	$9.34K	Hold	93	–	–	﹤0.01%	168
2025 Q3	$9.37K	Hold	93	–	–	﹤0.01%	158
2025 Q2	$9.36K	Hold	93	–	–	﹤0.01%	181
2025 Q1	$9.36K	Buy	+93	New	+$9.35K	﹤0.01%	165

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

Proathlete Wealth Management's SGOV Position: Q2 2026 in Review

Proathlete Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 93 shares — an estimated $9.36K sold.

Proathlete Wealth Management first reported a position in SGOV in Q1 2025 and held it in 5 quarters. The position peaked at $9.37K in Q3 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Proathlete Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Proathlete Wealth Management sold 93 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $9.36K.
Proathlete Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 5 quarters.
Proathlete Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $9.37K in Q3 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.