Probity Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Probity Advisors’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	$557K	Hold	5,530	–	–	0.08%	153
2026 Q1	$557K	Buy	+5,530	New	+$556K	0.09%	143
2025 Q3	–	Sell	-2,721	Closed	-$274K	–	241
2025 Q2	$274K	Sell	2,721 -5,100	-65%	-$513K	0.05%	204
2025 Q1	$787K	Buy	7,821 +46	+0.6%	+$4.62K	0.15%	108
2024 Q4	$780K	Buy	7,775 +2,500	+47%	+$251K	0.15%	109
2024 Q3	$531K	Buy	+5,275	New	+$530K	0.1%	143

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

Probity Advisors's SGOV Position: Q2 2026 in Review

Probity Advisors held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 5,530 shares worth $557K. The position accounts for 0.08% of the portfolio, ranked #153.

Probity Advisors first reported a position in SGOV in Q3 2024 and has held it in 6 quarters since. The position peaked at $787K in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Probity Advisors held 5,530 shares of iShares 0-3 Month Treasury Bond ETF worth $557K as of Q2 2026.
Probity Advisors left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of Probity Advisors's portfolio in Q2 2026, its #153 holding.
Probity Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
Probity Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $787K in Q1 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.