Signature Estate & Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Signature Estate & Investment 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	$1.07M	Sell	10,579 -149	-1%	-$15K	0.02%	258
2026 Q1	$1.08M	Sell	10,728 -15,128	-59%	-$1.52M	0.02%	262
2025 Q4	$2.6M	Buy	25,856 +18,320	+243%	+$1.84M	0.05%	146
2025 Q3	$759K	Buy	7,536 +199	+3%	+$20K	0.02%	292
2025 Q2	$739K	Sell	7,337 -988	-12%	-$99.3K	0.02%	282
2025 Q1	$838K	Buy	8,325 +1,372	+20%	+$138K	0.02%	247
2024 Q4	$698K	Sell	6,953 -3,203	-32%	-$322K	0.02%	279
2024 Q3	$1.02M	Buy	10,156 +1,332	+15%	+$134K	0.02%	201
2024 Q2	$889K	Buy	+8,824	New	+$887K	0.02%	215

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

Signature Estate & Investment Advisors's SGOV Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.4% in Q2 2026, selling an estimated $15K and leaving 10,579 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #258.

Signature Estate & Investment Advisors first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.6M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Signature Estate & Investment Advisors held 10,579 shares of iShares 0-3 Month Treasury Bond ETF worth $1.07M as of Q2 2026.
Signature Estate & Investment Advisors sold 149 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $15K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #258 holding.
Signature Estate & Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.6M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.