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

Signal Advisors Wealth’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	$5.76M	Buy	57,208 +54	+0.1%	+$5.43K	0.29%	69
2026 Q1	$5.75M	Buy	57,154 +20,987	+58%	+$2.11M	0.39%	61
2025 Q4	$3.63M	Buy	36,167 +7,678	+27%	+$772K	0.29%	79
2025 Q3	$2.87M	Buy	28,489 +5,281	+23%	+$531K	0.26%	87
2025 Q2	$2.34M	Buy	23,208 +9,290	+67%	+$934K	0.18%	119
2025 Q1	$1.4M	Buy	13,918 +9,570	+220%	+$962K	0.14%	150
2024 Q4	$436K	Buy	+4,348	New	+$437K	0.05%	283

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

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

Signal Advisors Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.09% in Q2 2026, buying an estimated $5.43K and bringing the position to 57,208 shares worth $5.76M. The position accounts for 0.29% of the portfolio, ranked #69.

Signal Advisors Wealth first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Signal Advisors Wealth held 57,208 shares of iShares 0-3 Month Treasury Bond ETF worth $5.76M as of Q2 2026.
Signal Advisors Wealth bought 54 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.43K.
iShares 0-3 Month Treasury Bond ETF made up 0.29% of Signal Advisors Wealth's portfolio in Q2 2026, its #69 holding.
Signal Advisors Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.