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

Ridgeline Wealth’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	$370K	Hold	3,676	–	–	0.22%	42
2026 Q1	$370K	Sell	3,676 -250	-6%	-$25.1K	0.27%	35
2025 Q4	$394K	Buy	3,926 +1,690	+76%	+$170K	0.27%	36
2025 Q3	$225K	Hold	2,236	–	–	0.17%	47
2025 Q2	$225K	Sell	2,236 -43,790	-95%	-$4.4M	0.18%	45
2025 Q1	$4.63M	Sell	46,026 -2,800	-6%	-$281K	3.94%	6
2024 Q4	$4.9M	Buy	+48,826	New	+$4.9M	3.99%	6

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

Ridgeline Wealth's SGOV Position: Q2 2026 in Review

Ridgeline Wealth held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 3,676 shares worth $370K. The position accounts for 0.22% of the portfolio, ranked #42.

Ridgeline Wealth first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.9M in Q4 2024. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Ridgeline Wealth held 3,676 shares of iShares 0-3 Month Treasury Bond ETF worth $370K as of Q2 2026.
Ridgeline Wealth left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.22% of Ridgeline Wealth's portfolio in Q2 2026, its #42 holding.
Ridgeline Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $4.9M in Q4 2024.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.