Sightline Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sightline Wealth 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	$235K	Buy	2,336 +23	+1%	+$2.31K	0.09%	80
2026 Q1	$233K	Buy	2,313 +5	+0.2%	+$503	0.1%	76
2025 Q4	$232K	Buy	2,308 +29	+1%	+$2.91K	0.1%	85
2025 Q3	$229K	Buy	2,279 +24	+1%	+$2.41K	0.1%	82
2025 Q2	$227K	Buy	2,255 +195	+9%	+$19.6K	0.11%	76
2025 Q1	$207K	Buy	2,060 +14	+0.7%	+$1.41K	0.11%	75
2024 Q4	$205K	Buy	2,046 +32	+2%	+$3.21K	0.11%	82
2024 Q3	$203K	Sell	2,014 -201	-9%	-$20.2K	0.11%	78
2024 Q2	$223K	Buy	+2,215	New	+$223K	0.14%	70
2024 Q1	–	Sell	-2,240	Closed	-$225K	–	77
2023 Q4	$225K	Buy	+2,240	New	+$225K	0.17%	63

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

Sightline Wealth Advisors's SGOV Position: Q2 2026 in Review

Sightline Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.99% in Q2 2026, buying an estimated $2.31K and bringing the position to 2,336 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #80.

Sightline Wealth Advisors first reported a position in SGOV in Q4 2023 and has held it in 10 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Sightline Wealth Advisors held 2,336 shares of iShares 0-3 Month Treasury Bond ETF worth $235K as of Q2 2026.
Sightline Wealth Advisors bought 23 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.31K.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of Sightline Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Sightline Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.