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

Rebalance’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	$20.2M	Sell	200,771 -112,888	-36%	-$11.3M	1.06%	13
2026 Q1	$31.6M	Buy	313,659 +246,325	+366%	+$24.8M	1.83%	12
2025 Q4	$6.76M	Sell	67,334 -19,767	-23%	-$1.99M	0.4%	25
2025 Q3	$8.77M	Buy	+87,101	New	+$8.76M	0.53%	23
2024 Q3	–	Sell	-6,753	Closed	-$680K	–	95
2024 Q2	$680K	Sell	6,753 -13,130	-66%	-$1.32M	0.05%	58
2024 Q1	$2M	Sell	19,883 -17,599	-47%	-$1.77M	0.16%	42
2023 Q4	$3.76M	Buy	+37,482	New	+$3.76M	0.33%	29

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

Rebalance's SGOV Position: Q2 2026 in Review

Rebalance reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 36% in Q2 2026, selling an estimated $11.3M and leaving 200,771 shares worth $20.2M. The position accounts for 1.06% of the portfolio, ranked #13.

Rebalance first reported a position in SGOV in Q4 2023 and has held it in 7 quarters since. The position peaked at $31.6M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Rebalance held 200,771 shares of iShares 0-3 Month Treasury Bond ETF worth $20.2M as of Q2 2026.
Rebalance sold 112,888 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $11.3M.
iShares 0-3 Month Treasury Bond ETF made up 1.06% of Rebalance's portfolio in Q2 2026, its #13 holding.
Rebalance first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 7 quarters since.
Rebalance's iShares 0-3 Month Treasury Bond ETF position peaked at $31.6M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.