Safeguard Investment Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Safeguard Investment Advisory Group’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	$5.06M	Buy	50,298 +34,239	+213%	+$3.44M	1.17%	13
2026 Q1	$1.62M	Buy	16,059 +13,160	+454%	+$1.32M	0.45%	25
2025 Q4	$291K	Buy	+2,899	New	+$291K	0.07%	105
2023 Q2	–	Sell	-4,396	Closed	-$442K	–	108
2023 Q1	$442K	Sell	4,396 -7,769	-64%	-$779K	0.21%	55
2022 Q4	$1.22M	Buy	12,165 +1,439	+13%	+$144K	0.75%	30
2022 Q3	$1.07M	Buy	+10,726	New	+$1.07M	0.74%	31

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

Safeguard Investment Advisory Group's SGOV Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 213% in Q2 2026, buying an estimated $3.44M and bringing the position to 50,298 shares worth $5.06M. The position accounts for 1.17% of the portfolio, ranked #13.

Safeguard Investment Advisory Group first reported a position in SGOV in Q3 2022 and has held it in 6 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Safeguard Investment Advisory Group held 50,298 shares of iShares 0-3 Month Treasury Bond ETF worth $5.06M as of Q2 2026.
Safeguard Investment Advisory Group bought 34,239 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.44M.
iShares 0-3 Month Treasury Bond ETF made up 1.17% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #13 holding.
Safeguard Investment Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 6 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.