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

Regal 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	$1.06M	Buy	10,510 +4,898	+87%	+$492K	0.06%	314
2026 Q1	$565K	Buy	+5,612	New	+$564K	0.03%	403
2025 Q4	–	Sell	-6,190	Closed	-$623K	–	602
2025 Q3	$623K	Buy	+6,190	New	+$622K	0.04%	341
2025 Q1	–	Sell	-9,500	Closed	-$953K	–	488
2024 Q4	$953K	Sell	9,500 -9,235	-49%	-$928K	0.07%	235
2024 Q3	$1.89M	Buy	18,735 +2,532	+16%	+$255K	0.13%	178
2024 Q2	$1.63M	Buy	16,203 +7,676	+90%	+$772K	0.11%	199
2024 Q1	$859K	Buy	8,527 +6,290	+281%	+$632K	0.06%	265
2023 Q4	$224K	Sell	2,237 -2,915	-57%	-$293K	0.02%	487
2023 Q3	$519K	Buy	5,152 +30	+0.6%	+$3.01K	0.04%	286
2023 Q2	$515K	Buy	+5,122	New	+$514K	0.04%	290

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

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

Regal Investment Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 87% in Q2 2026, buying an estimated $492K and bringing the position to 10,510 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #314.

Regal Investment Advisors first reported a position in SGOV in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.89M in Q3 2024. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Regal Investment Advisors held 10,510 shares of iShares 0-3 Month Treasury Bond ETF worth $1.06M as of Q2 2026.
Regal Investment Advisors bought 4,898 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $492K.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of Regal Investment Advisors's portfolio in Q2 2026, its #314 holding.
Regal Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
Regal Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.89M in Q3 2024.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.