RPS Advisory Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

RPS Advisory Solutions’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	$31.2M	Sell	309,600 -202,105	-39%	-$20.3M	20.6%	2
2026 Q1	$51.5M	Buy	511,705 +276,741	+118%	+$27.8M	29.21%	1
2025 Q4	$23.6M	Buy	234,964 +86,599	+58%	+$8.7M	11.13%	2
2025 Q3	$14.9M	Sell	148,365 -46,274	-24%	-$4.65M	7.33%	2
2025 Q2	$19.6M	Sell	194,639 -275,346	-59%	-$27.7M	10.75%	2
2025 Q1	$47.3M	Buy	469,985 +462,616	+6,278%	+$46.5M	33.5%	1
2024 Q4	$739K	Buy	+7,369	New	+$740K	0.46%	44

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

RPS Advisory Solutions's SGOV Position: Q2 2026 in Review

RPS Advisory Solutions reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 39% in Q2 2026, selling an estimated $20.3M and leaving 309,600 shares worth $31.2M. The position accounts for 20.6% of the portfolio, ranked #2.

RPS Advisory Solutions first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.5M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

RPS Advisory Solutions held 309,600 shares of iShares 0-3 Month Treasury Bond ETF worth $31.2M as of Q2 2026.
RPS Advisory Solutions sold 202,105 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $20.3M.
iShares 0-3 Month Treasury Bond ETF made up 20.6% of RPS Advisory Solutions's portfolio in Q2 2026, its #2 holding.
RPS Advisory Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
RPS Advisory Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $51.5M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on RPS Advisory Solutions's 13F filing for Q2 2026, filed 11 Aug 2026.