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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
2025
Q2 		– Sell
-51
Closed -$5.14K – 1567
2025
Q1 		$5.14K Buy
+51
New +$5.13K ﹤0.01% 342

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

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.