Secure Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Secure Asset 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	$1.14M	Sell	11,275 -67	-0.6%	-$6.74K	0.16%	124
2026 Q1	$1.14M	Sell	11,342 -90	-0.8%	-$9.05K	0.18%	121
2025 Q4	$1.15M	Sell	11,432 -708	-6%	-$71.2K	0.18%	122
2025 Q3	$1.22M	Sell	12,140 -44	-0.4%	-$4.42K	0.2%	117
2025 Q2	$1.23M	Buy	+12,184	New	+$1.22M	0.23%	110
2024 Q1	–	Sell	-3,266	Closed	-$327K	–	246
2023 Q4	$327K	Sell	3,266 -2,197	-40%	-$221K	0.09%	164
2023 Q3	$550K	Sell	5,463 -1,304	-19%	-$131K	0.16%	117
2023 Q2	$681K	Buy	6,767 +1,435	+27%	+$144K	0.21%	102
2023 Q1	$536K	Buy	+5,332	New	+$535K	0.18%	110

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

Secure Asset Management's SGOV Position: Q2 2026 in Review

Secure Asset Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.59% in Q2 2026, selling an estimated $6.74K and leaving 11,275 shares worth $1.14M. The position accounts for 0.16% of the portfolio, ranked #124.

Secure Asset Management first reported a position in SGOV in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.23M in Q2 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Secure Asset Management held 11,275 shares of iShares 0-3 Month Treasury Bond ETF worth $1.14M as of Q2 2026.
Secure Asset Management sold 67 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.74K.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of Secure Asset Management's portfolio in Q2 2026, its #124 holding.
Secure Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
Secure Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.23M in Q2 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.