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Sherman Porfolios’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sherman Porfolios’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 		$1.13M Hold
11,244
– – 0.09% 73
2026
Q1 		$1.13M Buy
+11,244
New +$1.13M 0.09% 73
2025
Q4 		– Sell
-11,244
Closed -$1.13M – 184
2025
Q3 		$1.13M Buy
+11,244
New +$1.13M 0.4% 22

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sherman Porfolios's SGOV Position: Q2 2026 in Review

Sherman Porfolios held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 11,244 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #73.

Sherman Porfolios first reported a position in SGOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Sherman Porfolios held 11,244 shares of iShares 0-3 Month Treasury Bond ETF worth $1.13M as of Q2 2026.
  • Sherman Porfolios left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.09% of Sherman Porfolios's portfolio in Q2 2026, its #73 holding.
  • Sherman Porfolios first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Sherman Porfolios's iShares 0-3 Month Treasury Bond ETF position peaked at $1.13M 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 Sherman Porfolios's 13F filing for Q2 2026, filed 12 Aug 2026.