Savant Capital’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Savant Capital’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	$28.1M	Sell	279,858 -118,149	-30%	-$11.9M	0.08%	161
2026 Q1	$40.1M	Buy	398,007 +93,345	+31%	+$9.38M	0.19%	78
2025 Q4	$30.6M	Buy	304,662 +119,694	+65%	+$12M	0.17%	84
2025 Q3	$18.6M	Buy	184,968 +70,699	+62%	+$7.11M	0.11%	122
2025 Q2	$11.5M	Buy	114,269 +46,441	+68%	+$4.67M	0.08%	137
2025 Q1	$6.83M	Buy	67,828 +52,682	+348%	+$5.29M	0.06%	172
2024 Q4	$1.52M	Buy	15,146 +8,755	+137%	+$879K	0.01%	520
2024 Q3	$644K	Buy	6,391 +252	+4%	+$25.3K	0.01%	777
2024 Q2	$618K	Buy	6,139 +221	+4%	+$22.2K	0.01%	726
2024 Q1	$596K	Buy	+5,918	New	+$595K	0.01%	679

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

Savant Capital's SGOV Position: Q2 2026 in Review

Savant Capital reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 30% in Q2 2026, selling an estimated $11.9M and leaving 279,858 shares worth $28.1M. The position accounts for 0.08% of the portfolio, ranked #161.

Savant Capital first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $40.1M in Q1 2026. 1,303 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Savant Capital held 279,858 shares of iShares 0-3 Month Treasury Bond ETF worth $28.1M as of Q2 2026.
Savant Capital sold 118,149 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $11.9M.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of Savant Capital's portfolio in Q2 2026, its #161 holding.
Savant Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Savant Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $40.1M in Q1 2026.
1,303 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.