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

Rathbones 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	$201K	Buy	+2,000	New	+$201K	﹤0.01%	609
2025 Q3	–	Sell	-2,000	Closed	-$201K	–	661
2025 Q2	$201K	Buy	+2,000	New	+$201K	﹤0.01%	560
2023 Q4	–	Sell	-2,480	Closed	-$250K	–	637
2023 Q3	$250K	Sell	2,480 -3,470	-58%	-$349K	﹤0.01%	506
2023 Q2	$599K	Hold	5,950	–	–	0.01%	285
2023 Q1	$598K	Buy	+5,950	New	+$597K	0.01%	281

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

Rathbones Group's SGOV Position: Q2 2026 in Review

Rathbones Group opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,000 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings. This is a return to the name: Rathbones Group previously reported a position in SGOV as recently as Q2 2025.

Rathbones Group first reported a position in SGOV in Q1 2023 and has held it in 5 quarters since. The position peaked at $599K in Q2 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Rathbones Group held 2,000 shares of iShares 0-3 Month Treasury Bond ETF worth $201K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Rathbones Group position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Rathbones Group's portfolio in Q2 2026, its #609 holding.
Rathbones Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 5 quarters since.
Rathbones Group's iShares 0-3 Month Treasury Bond ETF position peaked at $599K in Q2 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.