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

Sequoia Financial 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	$74.4M	Buy	738,944 +219,462	+42%	+$22.1M	0.37%	54
2026 Q1	$52.3M	Sell	519,482 -445,500	-46%	-$44.8M	0.29%	62
2025 Q4	$96.9M	Sell	964,982 -111,937	-10%	-$11.2M	0.54%	40
2025 Q3	$108M	Buy	1,076,919 +435,021	+68%	+$43.7M	0.66%	32
2025 Q2	$64.6M	Sell	641,898 -40,550	-6%	-$4.08M	0.44%	51
2025 Q1	$68.7M	Buy	682,448 +202,768	+42%	+$20.4M	0.53%	41
2024 Q4	$48.1M	Buy	479,680 +107,530	+29%	+$10.8M	0.46%	47
2024 Q3	$37.5M	Buy	372,150 +39,315	+12%	+$3.95M	0.4%	59
2024 Q2	$33.5M	Sell	332,835 -83,182	-20%	-$8.36M	0.4%	56
2024 Q1	$41.9M	Buy	416,017 +69,767	+20%	+$7.01M	0.52%	40
2023 Q4	$34.7M	Buy	346,250 +8,371	+2%	+$841K	0.43%	52
2023 Q3	$34M	Buy	337,879 +50,769	+18%	+$5.1M	0.6%	37
2023 Q2	$28.9M	Buy	287,110 +5,326	+2%	+$535K	0.5%	40
2023 Q1	$28.3M	Buy	281,784 +58,896	+26%	+$5.91M	0.63%	31
2022 Q4	$22.3M	Buy	+222,888	New	+$22.3M	0.55%	34

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

Sequoia Financial Advisors's SGOV Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 42% in Q2 2026, buying an estimated $22.1M and bringing the position to 738,944 shares worth $74.4M. The position accounts for 0.37% of the portfolio, ranked #54.

Sequoia Financial Advisors first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $108M in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Sequoia Financial Advisors held 738,944 shares of iShares 0-3 Month Treasury Bond ETF worth $74.4M as of Q2 2026.
Sequoia Financial Advisors bought 219,462 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $22.1M.
iShares 0-3 Month Treasury Bond ETF made up 0.37% of Sequoia Financial Advisors's portfolio in Q2 2026, its #54 holding.
Sequoia Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Sequoia Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $108M in Q3 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.