Sage Mountain Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sage Mountain Advisors’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	$3.91M	Buy	38,878 +2,123	+6%	+$213K	0.24%	51
2026 Q1	$3.7M	Buy	36,755 +2,535	+7%	+$255K	0.26%	47
2025 Q4	$3.44M	Sell	34,220 -1,320	-4%	-$133K	0.18%	65
2025 Q3	$3.58M	Buy	35,540 +490	+1%	+$49.3K	0.21%	64
2025 Q2	$3.53M	Buy	+35,050	New	+$3.52M	0.23%	55

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

Sage Mountain Advisors's SGOV Position: Q2 2026 in Review

Sage Mountain Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.8% in Q2 2026, buying an estimated $213K and bringing the position to 38,878 shares worth $3.91M. The position accounts for 0.24% of the portfolio, ranked #51.

Sage Mountain Advisors first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. 1,306 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Sage Mountain Advisors held 38,878 shares of iShares 0-3 Month Treasury Bond ETF worth $3.91M as of Q2 2026.
Sage Mountain Advisors bought 2,123 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $213K.
iShares 0-3 Month Treasury Bond ETF made up 0.24% of Sage Mountain Advisors's portfolio in Q2 2026, its #51 holding.
Sage Mountain Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
1,306 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.