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

Prostatis 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	$815K	Sell	8,092 -2,305	-22%	-$232K	0.19%	86
2026 Q1	$1.05M	Buy	10,397 +1,679	+19%	+$169K	0.27%	74
2025 Q4	$875K	Buy	8,718 +1,492	+21%	+$150K	0.21%	79
2025 Q3	$728K	Sell	7,226 -1,544	-18%	-$155K	0.18%	87
2025 Q2	$883K	Sell	8,770 -1,292	-13%	-$130K	0.25%	78
2025 Q1	$1.01M	Sell	10,062 -465	-4%	-$46.7K	0.32%	67
2024 Q4	$1.06M	Buy	+10,527	New	+$1.06M	0.31%	68
2024 Q3	–	Sell	-5,045	Closed	-$508K	–	147
2024 Q2	$508K	Buy	+5,045	New	+$507K	0.18%	95

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

Prostatis Group's SGOV Position: Q2 2026 in Review

Prostatis Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 22% in Q2 2026, selling an estimated $232K and leaving 8,092 shares worth $815K. The position accounts for 0.19% of the portfolio, ranked #86.

Prostatis Group first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Prostatis Group held 8,092 shares of iShares 0-3 Month Treasury Bond ETF worth $815K as of Q2 2026.
Prostatis Group sold 2,305 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $232K.
iShares 0-3 Month Treasury Bond ETF made up 0.19% of Prostatis Group's portfolio in Q2 2026, its #86 holding.
Prostatis Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Prostatis Group's iShares 0-3 Month Treasury Bond ETF position peaked at $1.06M in Q4 2024.
1,303 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.