S.A. Mason’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

S.A. Mason’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	$120K	Hold	1,194	–	–	0.04%	260
2026 Q1	$120K	Buy	1,194 +10	+0.8%	+$1K	0.05%	247
2025 Q4	$119K	Hold	1,184	–	–	0.05%	244
2025 Q3	$119K	Hold	1,184	–	–	0.05%	237
2025 Q2	$119K	Buy	+1,184	New	+$119K	0.06%	220

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

S.A. Mason's SGOV Position: Q2 2026 in Review

S.A. Mason held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 1,194 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #260.

S.A. Mason first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

S.A. Mason held 1,194 shares of iShares 0-3 Month Treasury Bond ETF worth $120K as of Q2 2026.
S.A. Mason left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of S.A. Mason's portfolio in Q2 2026, its #260 holding.
S.A. Mason first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.