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

Quaker 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	$14.2K	Sell	141 -89,552	-100%	-$9M	﹤0.01%	262
2026 Q1	$9.03M	Buy	89,693 +6,518	+8%	+$655K	2.82%	11
2025 Q4	$8.35M	Buy	83,175 +83,031	+57,660%	+$8.34M	2.65%	12
2025 Q3	$14.5K	Buy	144 +129	+860%	+$13K	﹤0.01%	255
2025 Q2	$1.51K	Buy	+15	New	+$1.51K	﹤0.01%	436
2024 Q3	$21.3M	Buy	+211,752	New	+$21.3M	7.81%	4

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

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

Quaker Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 100% in Q2 2026, selling an estimated $9M and leaving 141 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Quaker Wealth Management first reported a position in SGOV in Q3 2024 and has held it in 6 quarters since. The position peaked at $21.3M in Q3 2024. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Quaker Wealth Management held 141 shares of iShares 0-3 Month Treasury Bond ETF worth $14.2K as of Q2 2026.
Quaker Wealth Management sold 89,552 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $9M.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #262 holding.
Quaker Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
Quaker Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $21.3M in Q3 2024.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.