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Ramiah Investment Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ramiah Investment Group’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 		$1.12M Buy
+11,142
New +$1.12M 0.86% 26
2026
Q1 		– Sell
-12,790
Closed -$1.28M – 60
2025
Q4 		$1.28M Sell
12,790
-426
-3% -$42.8K 1.11% 20
2025
Q3 		$1.33M Sell
13,216
-73,265
-85% -$7.37M 1.18% 20
2025
Q2 		$8.71M Buy
+86,481
New +$8.69M 9.37% 3

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Ramiah Investment Group's SGOV Position: Q2 2026 in Review

Ramiah Investment Group opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 11,142 shares worth $1.12M. The stake represents 0.86% of the portfolio and ranks #26 among its holdings. This is a return to the name: Ramiah Investment Group previously reported a position in SGOV as recently as Q4 2025.

Ramiah Investment Group first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.71M in Q2 2025. 587 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Ramiah Investment Group held 11,142 shares of iShares 0-3 Month Treasury Bond ETF worth $1.12M as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Ramiah Investment Group position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.86% of Ramiah Investment Group's portfolio in Q2 2026, its #26 holding.
  • Ramiah Investment Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Ramiah Investment Group's iShares 0-3 Month Treasury Bond ETF position peaked at $8.71M in Q2 2025.
  • 587 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Ramiah Investment Group's 13F filing for Q2 2026, filed 16 Jul 2026.