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Realta Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Realta Investment Advisors’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 		$2.67M Buy
26,545
+2,048
+8% +$206K 0.83% 25
2026
Q1 		$2.47M Buy
24,497
+549
+2% +$55.2K 0.86% 27
2025
Q4 		$2.4M Sell
23,948
-1,485
-6% -$149K 0.79% 27
2025
Q3 		$2.56M Buy
25,433
+6,891
+37% +$693K 0.86% 29
2025
Q2 		$1.87M Sell
18,542
-119
-0.6% -$12K 0.74% 32
2025
Q1 		$1.88M Sell
18,661
-2,101
-10% -$211K 0.86% 28
2024
Q4 		$2.08M Buy
20,762
+464
+2% +$46.6K 0.85% 27
2024
Q3 		$2.04M Buy
20,298
+7,036
+53% +$707K 0.94% 23
2024
Q2 		$1.34M Buy
13,262
+437
+3% +$43.9K 0.26% 95
2024
Q1 		$1.29M Sell
12,825
-581
-4% -$58.4K 0.27% 93
2023
Q4 		$1.34M Buy
13,406
+631
+5% +$63.4K 0.3% 76
2023
Q3 		$1.29M Hold
12,775
– – 0.3% 74
2023
Q2 		$1.29M Sell
12,775
-2,386
-16% -$240K 0.28% 78
2023
Q1 		$1.52M Buy
15,161
+2,856
+23% +$287K 0.37% 65
2022
Q4 		$1.23M Buy
12,305
+1,210
+11% +$121K 0.3% 81
2022
Q3 		$1.11M Buy
11,095
+241
+2% +$24.1K 0.29% 78
2022
Q2 		$1.09M Sell
10,854
-1,555
-13% -$156K 0.27% 86
2022
Q1 		$1.24M Buy
+12,409
New +$1.24M 0.25% 92

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Realta Investment Advisors's SGOV Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8.4% in Q2 2026, buying an estimated $206K and bringing the position to 26,545 shares worth $2.67M. The position accounts for 0.83% of the portfolio, ranked #25.

Realta Investment Advisors first reported a position in SGOV in Q1 2022 and has held it in 18 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Realta Investment Advisors held 26,545 shares of iShares 0-3 Month Treasury Bond ETF worth $2.67M as of Q2 2026.
  • Realta Investment Advisors bought 2,048 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $206K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.83% of Realta Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Realta Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.