SeaCrest Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

SeaCrest Wealth Management’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	$636K	Buy	6,317 +943	+18%	+$94.8K	0.07%	240
2026 Q1	$541K	Buy	5,374 +1,835	+52%	+$184K	0.06%	305
2025 Q4	$355K	Buy	3,539 +686	+24%	+$68.9K	0.04%	420
2025 Q3	$287K	Sell	2,853 -852	-23%	-$85.7K	0.03%	475
2025 Q2	$373K	Buy	3,705 +676	+22%	+$68K	0.04%	399
2025 Q1	$305K	Buy	3,029 +10	+0.3%	+$1K	0.03%	472
2024 Q4	$303K	Buy	3,019 +27	+0.9%	+$2.71K	0.03%	488
2024 Q3	$301K	Buy	2,992 +431	+17%	+$43.3K	0.03%	492
2024 Q2	$258K	Buy	2,561 +40	+2%	+$4.02K	0.03%	507
2024 Q1	$254K	Buy	2,521 +19	+0.8%	+$1.91K	0.03%	499
2023 Q4	$251K	Buy	+2,502	New	+$251K	0.03%	511

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

SeaCrest Wealth Management's SGOV Position: Q2 2026 in Review

SeaCrest Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q2 2026, buying an estimated $94.8K and bringing the position to 6,317 shares worth $636K. The position accounts for 0.07% of the portfolio, ranked #240.

SeaCrest Wealth Management first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

SeaCrest Wealth Management held 6,317 shares of iShares 0-3 Month Treasury Bond ETF worth $636K as of Q2 2026.
SeaCrest Wealth Management bought 943 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $94.8K.
iShares 0-3 Month Treasury Bond ETF made up 0.07% of SeaCrest Wealth Management's portfolio in Q2 2026, its #240 holding.
SeaCrest Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.