Sigma Planning Corp’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sigma Planning Corp’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	$2.74M	Sell	27,192 -42,442	-61%	-$4.27M	0.07%	294
2026 Q1	$7.01M	Buy	69,634 +6,814	+11%	+$685K	0.19%	101
2025 Q4	$6.31M	Buy	62,820 +791	+1%	+$79.5K	0.17%	108
2025 Q3	$6.25M	Sell	62,029 -4,740	-7%	-$477K	0.18%	107
2025 Q2	$6.72M	Buy	66,769 +4,530	+7%	+$455K	0.2%	89
2025 Q1	$6.27M	Sell	62,239 -641	-1%	-$64.4K	0.2%	93
2024 Q4	$6.31M	Sell	62,880 -7,866	-11%	-$790K	0.2%	93
2024 Q3	$7.13M	Buy	70,746 +1,691	+2%	+$170K	0.22%	90
2024 Q2	$6.95M	Buy	69,055 +37,281	+117%	+$3.75M	0.22%	85
2024 Q1	$3.2M	Buy	31,774 +16,301	+105%	+$1.64M	0.1%	207
2023 Q4	$1.55M	Sell	15,473 -25,925	-63%	-$2.6M	0.12%	181
2023 Q3	$4.17M	Buy	41,398 +13,629	+49%	+$1.37M	0.16%	132
2023 Q2	$2.79M	Sell	27,769 -46,816	-63%	-$4.7M	0.1%	222
2023 Q1	$7.5M	Buy	+74,585	New	+$7.48M	0.25%	83

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

Sigma Planning Corp's SGOV Position: Q2 2026 in Review

Sigma Planning Corp reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 61% in Q2 2026, selling an estimated $4.27M and leaving 27,192 shares worth $2.74M. The position accounts for 0.07% of the portfolio, ranked #294.

Sigma Planning Corp first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.5M in Q1 2023. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Sigma Planning Corp held 27,192 shares of iShares 0-3 Month Treasury Bond ETF worth $2.74M as of Q2 2026.
Sigma Planning Corp sold 42,442 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.27M.
iShares 0-3 Month Treasury Bond ETF made up 0.07% of Sigma Planning Corp's portfolio in Q2 2026, its #294 holding.
Sigma Planning Corp first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Sigma Planning Corp's iShares 0-3 Month Treasury Bond ETF position peaked at $7.5M in Q1 2023.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.