Robinswood Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Robinswood Financial’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	$79K	Hold	785	–	–	0.02%	125
2026 Q1	$79K	Hold	785	–	–	0.02%	119
2025 Q4	$78.8K	Hold	785	–	–	0.03%	120
2025 Q3	$79K	Hold	785	–	–	0.03%	115
2025 Q2	$79K	Hold	785	–	–	0.03%	118
2025 Q1	$79K	Hold	785	–	–	0.03%	105
2024 Q4	$78.8K	Buy	785 +30	+4%	+$3.01K	0.03%	101
2024 Q3	$76K	Hold	755	–	–	0.03%	105
2024 Q2	$76K	Hold	755	–	–	0.03%	107
2024 Q1	$75.7K	Hold	755	–	–	0.03%	80
2023 Q4	$75.7K	Sell	755 -2,300	-75%	-$231K	0.03%	76
2023 Q3	$308K	Buy	+3,055	New	+$307K	0.15%	45

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

Robinswood Financial's SGOV Position: Q2 2026 in Review

Robinswood Financial held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 785 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #125.

Robinswood Financial first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $308K in Q3 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Robinswood Financial held 785 shares of iShares 0-3 Month Treasury Bond ETF worth $79K as of Q2 2026.
Robinswood Financial left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Robinswood Financial's portfolio in Q2 2026, its #125 holding.
Robinswood Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Robinswood Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $308K in Q3 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.