Prudent Investors Network’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Prudent Investors Network’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	$3.72M	Buy	36,975 +13,143	+55%	+$1.32M	0.72%	20
2026 Q1	$2.4M	Sell	23,832 -81,782	-77%	-$8.22M	0.52%	21
2025 Q4	$10.6M	Buy	105,614 +12,636	+14%	+$1.27M	2.43%	14
2025 Q3	$9.36M	Sell	92,978 -1,310	-1%	-$132K	2.29%	16
2025 Q2	$9.49M	Sell	94,288 -10,592	-10%	-$1.06M	2.56%	16
2025 Q1	$10.6M	Sell	104,880 -80,603	-43%	-$8.1M	3.01%	13
2024 Q4	$18.6M	Buy	185,483 +17,577	+10%	+$1.77M	5.45%	8
2024 Q3	$16.9M	Buy	167,906 +38,348	+30%	+$3.86M	5.19%	8
2024 Q2	$13M	Buy	129,558 +7,038	+6%	+$707K	4.72%	9
2024 Q1	$12.3M	Buy	+122,520	New	+$12.3M	4.65%	10

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

Prudent Investors Network's SGOV Position: Q2 2026 in Review

Prudent Investors Network increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 55% in Q2 2026, buying an estimated $1.32M and bringing the position to 36,975 shares worth $3.72M. The position accounts for 0.72% of the portfolio, ranked #20.

Prudent Investors Network first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.6M in Q4 2024. 1,298 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Prudent Investors Network held 36,975 shares of iShares 0-3 Month Treasury Bond ETF worth $3.72M as of Q2 2026.
Prudent Investors Network bought 13,143 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.32M.
iShares 0-3 Month Treasury Bond ETF made up 0.72% of Prudent Investors Network's portfolio in Q2 2026, its #20 holding.
Prudent Investors Network first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Prudent Investors Network's iShares 0-3 Month Treasury Bond ETF position peaked at $18.6M in Q4 2024.
1,298 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Prudent Investors Network's 13F filing for Q2 2026, filed 13 Aug 2026.