Rothschild Investment LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Rothschild Investment LLC’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	$909K	Sell	9,030 -642	-7%	-$64.5K	0.03%	440
2026 Q1	$974K	Buy	9,672 +2,755	+40%	+$277K	0.05%	278
2025 Q4	$694K	Sell	6,917 -1,798	-21%	-$181K	0.04%	300
2025 Q3	$878K	Buy	8,715 +4	+0%	+$402	0.05%	251
2025 Q2	$877K	Sell	8,711 -10,295	-54%	-$1.03M	0.06%	243
2025 Q1	$1.91M	Sell	19,006 -5,931	-24%	-$596K	0.13%	149
2024 Q4	$2.5M	Sell	24,937 -387	-2%	-$38.9K	0.16%	123
2024 Q3	$2.55M	Sell	25,324 -100	-0.4%	-$10.1K	0.17%	123
2024 Q2	$2.56M	Sell	25,424 -3,078	-11%	-$309K	0.18%	115
2024 Q1	$2.87M	Buy	28,502 +28,120	+7,361%	+$2.83M	0.21%	102
2023 Q4	$38.3K	Buy	+382	New	+$38.4K	﹤0.01%	714

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

Rothschild Investment LLC's SGOV Position: Q2 2026 in Review

Rothschild Investment LLC reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.6% in Q2 2026, selling an estimated $64.5K and leaving 9,030 shares worth $909K. The position accounts for 0.03% of the portfolio, ranked #440.

Rothschild Investment LLC first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.87M in Q1 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Rothschild Investment LLC held 9,030 shares of iShares 0-3 Month Treasury Bond ETF worth $909K as of Q2 2026.
Rothschild Investment LLC sold 642 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $64.5K.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #440 holding.
Rothschild Investment LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $2.87M in Q1 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.