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

Raffa 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	$69.9M	Buy	694,542 +34,071	+5%	+$3.43M	8.81%	2
2026 Q1	$66.5M	Sell	660,471 -34,135	-5%	-$3.43M	10.38%	1
2025 Q4	$69.7M	Buy	694,606 +58,761	+9%	+$5.91M	10.72%	1
2025 Q3	$64M	Buy	635,845 +81,331	+15%	+$8.18M	11.5%	2
2025 Q2	$55.8M	Sell	554,514 -2,383	-0.4%	-$240K	11.17%	2
2025 Q1	$56.1M	Buy	556,897 +1,192	+0.2%	+$120K	12.76%	2
2024 Q4	$55.7M	Buy	555,705 +46,556	+9%	+$4.68M	12.97%	2
2024 Q3	$51.3M	Buy	509,149 +294,207	+137%	+$29.6M	12.38%	2
2024 Q2	$21.6M	Buy	214,942 +29,282	+16%	+$2.94M	6.14%	4
2024 Q1	$18.7M	Sell	185,660 -741	-0.4%	-$74.5K	5.57%	5
2023 Q4	$18.7M	Buy	186,401 +14,412	+8%	+$1.45M	5.68%	4
2023 Q3	$17.3M	Buy	171,989 +21,711	+14%	+$2.18M	5.89%	4
2023 Q2	$15.1M	Buy	150,278 +43,585	+41%	+$4.38M	5.16%	5
2023 Q1	$10.7M	Buy	106,693 +6,586	+7%	+$661K	3.9%	5
2022 Q4	$10M	Buy	100,107 +12,355	+14%	+$1.24M	4.1%	5
2022 Q3	$8.8M	Buy	+87,752	New	+$8.79M	3.9%	6

Other funds holding SGOV

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Raffa Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.2% in Q2 2026, buying an estimated $3.43M and bringing the position to 694,542 shares worth $69.9M. The position accounts for 8.81% of the portfolio, ranked #2.

Raffa Wealth Management first reported a position in SGOV in Q3 2022 and has held it in 16 quarters since. 1,256 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Raffa Wealth Management held 694,542 shares of iShares 0-3 Month Treasury Bond ETF worth $69.9M as of Q2 2026.
Raffa Wealth Management bought 34,071 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.43M.
iShares 0-3 Month Treasury Bond ETF made up 8.81% of Raffa Wealth Management's portfolio in Q2 2026, its #2 holding.
Raffa Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
1,256 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.