Quest 10 Wealth Builders’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Quest 10 Wealth Builders’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	$11.4K	Sell	113 -3	-3%	-$302	0.01%	428
2026 Q1	$11.7K	Buy	116 +75	+183%	+$7.54K	0.01%	424
2025 Q4	$4.12K	Buy	+41	New	+$4.12K	﹤0.01%	518
2025 Q1	–	Sell	-48	Closed	-$4.82K	–	811
2024 Q4	$4.82K	Buy	+48	New	+$4.82K	﹤0.01%	501

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

Quest 10 Wealth Builders's SGOV Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.6% in Q2 2026, selling an estimated $302 and leaving 113 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #428.

Quest 10 Wealth Builders first reported a position in SGOV in Q4 2024 and has held it in 4 quarters since. The position peaked at $11.7K in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Quest 10 Wealth Builders held 113 shares of iShares 0-3 Month Treasury Bond ETF worth $11.4K as of Q2 2026.
Quest 10 Wealth Builders sold 3 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $302.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #428 holding.
Quest 10 Wealth Builders first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
Quest 10 Wealth Builders's iShares 0-3 Month Treasury Bond ETF position peaked at $11.7K in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.