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 +53	+0.5%	+$5.33K	0.86%	26
2026 Q1	$1.12M	Sell	11,089 -1,701	-13%	-$171K	0.98%	17
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

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

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

Ramiah Investment Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.48% in Q2 2026, buying an estimated $5.33K and bringing the position to 11,142 shares worth $1.12M. The position accounts for 0.86% of the portfolio, ranked #26.

Ramiah Investment Group first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.71M in Q2 2025. 1,306 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.
Ramiah Investment Group bought 53 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.33K.
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 5 quarters since.
Ramiah Investment Group's iShares 0-3 Month Treasury Bond ETF position peaked at $8.71M in Q2 2025.
1,306 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.