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

Sanctuary 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	$51.2M	Buy	508,591 +117,252	+30%	+$11.8M	0.24%	88
2026 Q1	$39.4M	Buy	391,339 +46,652	+14%	+$4.69M	0.21%	91
2025 Q4	$34.6M	Buy	344,687 +40,994	+13%	+$4.12M	0.19%	110
2025 Q3	$30.6M	Buy	303,693 +42,757	+16%	+$4.3M	0.18%	115
2025 Q2	$26.3M	Sell	260,936 -85,736	-25%	-$8.62M	0.16%	133
2025 Q1	$34.9M	Sell	346,672 -37,019	-10%	-$3.72M	0.25%	82
2024 Q4	$38.6M	Sell	383,691 -27,696	-7%	-$2.78M	0.24%	81
2024 Q3	$41.4M	Buy	411,387 +154,885	+60%	+$15.6M	0.26%	73
2024 Q2	$25.8M	Buy	+256,502	New	+$25.8M	0.19%	115

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

Sanctuary Advisors's SGOV Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 30% in Q2 2026, buying an estimated $11.8M and bringing the position to 508,591 shares worth $51.2M. The position accounts for 0.24% of the portfolio, ranked #88.

Sanctuary Advisors first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Sanctuary Advisors held 508,591 shares of iShares 0-3 Month Treasury Bond ETF worth $51.2M as of Q2 2026.
Sanctuary Advisors bought 117,252 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $11.8M.
iShares 0-3 Month Treasury Bond ETF made up 0.24% of Sanctuary Advisors's portfolio in Q2 2026, its #88 holding.
Sanctuary Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.