Shufro Rose & Co’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Shufro Rose & Co’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	$3.13M	Sell	31,141 -4,488	-13%	-$451K	0.18%	65
2026 Q1	$3.59M	Buy	+35,629	New	+$3.58M	0.24%	56
2025 Q4	–	Sell	-13,276	Closed	-$1.34M	–	340
2025 Q3	$1.34M	Buy	13,276 +7,950	+149%	+$799K	0.11%	103
2025 Q2	$536K	Hold	5,326	–	–	0.04%	173
2025 Q1	$536K	Buy	+5,326	New	+$535K	0.04%	174

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

Shufro Rose & Co's SGOV Position: Q2 2026 in Review

Shufro Rose & Co reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q2 2026, selling an estimated $451K and leaving 31,141 shares worth $3.13M. The position accounts for 0.18% of the portfolio, ranked #65.

Shufro Rose & Co first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.59M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Shufro Rose & Co held 31,141 shares of iShares 0-3 Month Treasury Bond ETF worth $3.13M as of Q2 2026.
Shufro Rose & Co sold 4,488 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $451K.
iShares 0-3 Month Treasury Bond ETF made up 0.18% of Shufro Rose & Co's portfolio in Q2 2026, its #65 holding.
Shufro Rose & Co first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
Shufro Rose & Co's iShares 0-3 Month Treasury Bond ETF position peaked at $3.59M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.