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Purpose Unlimited Inc’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Purpose Unlimited Inc’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 		$356K Sell
3,538
-7,845
-69% -$789K 0.01% 203
2026
Q1 		$1.15M Sell
11,383
-20,410
-64% -$2.05M 0.05% 121
2025
Q4 		$3.19M Buy
+31,793
New +$3.2M 0.15% 81

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Purpose Unlimited Inc's SGOV Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 69% in Q2 2026, selling an estimated $789K and leaving 3,538 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #203.

Purpose Unlimited Inc first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.19M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Purpose Unlimited Inc held 3,538 shares of iShares 0-3 Month Treasury Bond ETF worth $356K as of Q2 2026.
  • Purpose Unlimited Inc sold 7,845 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $789K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #203 holding.
  • Purpose Unlimited Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Purpose Unlimited Inc's iShares 0-3 Month Treasury Bond ETF position peaked at $3.19M in Q4 2025.
  • 1,309 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.