Robertson Stephens Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Robertson Stephens Wealth Management’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	$28.8M	Buy	286,216 +195,856	+217%	+$19.7M	0.71%	27
2026 Q1	$9.1M	Sell	90,360 -9,302	-9%	-$935K	0.25%	76
2025 Q4	$10M	Sell	99,662 -6,568	-6%	-$660K	0.26%	74
2025 Q3	$10.7M	Sell	106,230 -49,174	-32%	-$4.94M	0.32%	57
2025 Q2	$15.6M	Buy	155,404 +11,459	+8%	+$1.15M	0.5%	42
2025 Q1	$14.5M	Buy	143,945 +105,029	+270%	+$10.6M	0.5%	40
2024 Q4	$3.9M	Buy	38,916 +17,013	+78%	+$1.71M	0.14%	136
2024 Q3	$2.21M	Sell	21,903 -29,537	-57%	-$2.97M	0.08%	185
2024 Q2	$5.18M	Buy	51,440 +26,131	+103%	+$2.63M	0.26%	69
2024 Q1	$2.55M	Sell	25,309 -42,279	-63%	-$4.25M	0.14%	131
2023 Q4	$6.78M	Buy	67,588 +11,367	+20%	+$1.14M	0.41%	44
2023 Q3	$5.66M	Sell	56,221 -334	-0.6%	-$33.5K	0.38%	56
2023 Q2	$5.69M	Buy	56,555 +1,851	+3%	+$186K	0.4%	56
2023 Q1	$5.5M	Sell	54,704 -5,532	-9%	-$555K	0.42%	45
2022 Q4	$6.03M	Buy	+60,236	New	+$6.04M	0.59%	39

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

Robertson Stephens Wealth Management's SGOV Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 217% in Q2 2026, buying an estimated $19.7M and bringing the position to 286,216 shares worth $28.8M. The position accounts for 0.71% of the portfolio, ranked #27.

Robertson Stephens Wealth Management first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Robertson Stephens Wealth Management held 286,216 shares of iShares 0-3 Month Treasury Bond ETF worth $28.8M as of Q2 2026.
Robertson Stephens Wealth Management bought 195,856 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $19.7M.
iShares 0-3 Month Treasury Bond ETF made up 0.71% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #27 holding.
Robertson Stephens Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.