Relyea Zuckerberg Hanson’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Relyea Zuckerberg Hanson’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	$34.6M	Buy	343,341 +12,763	+4%	+$1.28M	2.88%	8
2026 Q1	$33.3M	Buy	330,578 +164,465	+99%	+$16.5M	3.35%	7
2025 Q4	$16.7M	Buy	166,113 +25,062	+18%	+$2.52M	1.68%	13
2025 Q3	$14.2M	Buy	141,051 +22,588	+19%	+$2.27M	1.49%	13
2025 Q2	$11.9M	Buy	118,463 +18,537	+19%	+$1.86M	1.4%	13
2025 Q1	$10.1M	Buy	99,926 +18,918	+23%	+$1.9M	1.36%	14
2024 Q4	$8.13M	Buy	81,008 +44,367	+121%	+$4.46M	1.09%	17
2024 Q3	$3.69M	Buy	36,641 +23,710	+183%	+$2.38M	0.56%	32
2024 Q2	$1.3M	Buy	12,931 +1,445	+13%	+$145K	0.22%	65
2024 Q1	$1.16M	Buy	11,486 +403	+4%	+$40.5K	0.2%	68
2023 Q4	$1.11M	Buy	11,083 +4,340	+64%	+$436K	0.22%	68
2023 Q3	$679K	Buy	6,743 +4,019	+148%	+$404K	0.15%	85
2023 Q2	$274K	Buy	2,724 +1	+0%	+$100	0.06%	158
2023 Q1	$274K	Buy	+2,723	New	+$273K	0.07%	152

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

Relyea Zuckerberg Hanson's SGOV Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.9% in Q2 2026, buying an estimated $1.28M and bringing the position to 343,341 shares worth $34.6M. The position accounts for 2.88% of the portfolio, ranked #8.

Relyea Zuckerberg Hanson first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Relyea Zuckerberg Hanson held 343,341 shares of iShares 0-3 Month Treasury Bond ETF worth $34.6M as of Q2 2026.
Relyea Zuckerberg Hanson bought 12,763 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.28M.
iShares 0-3 Month Treasury Bond ETF made up 2.88% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #8 holding.
Relyea Zuckerberg Hanson first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.