RiverFront Investment Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

RiverFront Investment Group’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	$2.94M	Buy	29,196 +21,334	+271%	+$2.14M	0.04%	150
2026 Q1	$791K	Sell	7,862 -13,163	-63%	-$1.32M	0.01%	219
2025 Q4	$2.11M	Sell	21,025 -32,780	-61%	-$3.29M	0.03%	118
2025 Q3	$5.42M	Buy	53,805 +44,963	+509%	+$4.52M	0.1%	78
2025 Q2	$890K	Buy	+8,842	New	+$889K	0.02%	155
2023 Q1	–	Sell	-3,150	Closed	-$315K	–	112
2022 Q4	$315K	Sell	3,150 -64	-2%	-$6.41K	0.07%	94
2022 Q3	$322K	Sell	3,214 -2,443	-43%	-$245K	0.01%	82
2022 Q2	$566K	Sell	5,657 -52,353	-90%	-$5.24M	0.02%	81
2022 Q1	$5.8M	Buy	58,010 +47,696	+462%	+$4.77M	0.19%	61
2021 Q4	$1.03M	Buy	+10,314	New	+$1.03M	0.03%	67

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

RiverFront Investment Group's SGOV Position: Q2 2026 in Review

RiverFront Investment Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 271% in Q2 2026, buying an estimated $2.14M and bringing the position to 29,196 shares worth $2.94M. The position accounts for 0.04% of the portfolio, ranked #150.

RiverFront Investment Group first reported a position in SGOV in Q4 2021 and has held it in 10 quarters since. The position peaked at $5.8M in Q1 2022. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

RiverFront Investment Group held 29,196 shares of iShares 0-3 Month Treasury Bond ETF worth $2.94M as of Q2 2026.
RiverFront Investment Group bought 21,334 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.14M.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of RiverFront Investment Group's portfolio in Q2 2026, its #150 holding.
RiverFront Investment Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2021 and has held it in 10 quarters since.
RiverFront Investment Group's iShares 0-3 Month Treasury Bond ETF position peaked at $5.8M in Q1 2022.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.