Seven Mile Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Seven Mile Advisory’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	–	Sell	-6,319	Closed	-$636K	–	197
2026 Q1	$636K	Buy	6,319 +4,124	+188%	+$415K	0.46%	37
2025 Q4	$220K	Sell	2,195 -14,576	-87%	-$1.46M	0.04%	222
2025 Q3	$1.69M	Buy	+16,771	New	+$1.69M	0.27%	55

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

Seven Mile Advisory's SGOV Position: Q2 2026 in Review

Seven Mile Advisory sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 6,319 shares — an estimated $636K sold.

Seven Mile Advisory first reported a position in SGOV in Q3 2025 and held it in 3 quarters. The position peaked at $1.69M in Q3 2025. 1,306 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Seven Mile Advisory reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Seven Mile Advisory sold 6,319 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $636K.
Seven Mile Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and held it in 3 quarters.
Seven Mile Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $1.69M in Q3 2025.
1,306 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.