Silver Lake Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Silver Lake Advisory’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	$11.4M	Sell	113,151 -12,945	-10%	-$1.3M	4.07%	4
2026 Q1	$12.7M	Buy	126,096 +3,704	+3%	+$372K	5.04%	1
2025 Q4	$12.3M	Buy	122,392 +8,592	+8%	+$863K	4.76%	1
2025 Q3	$11.5M	Buy	113,800 +94,111	+478%	+$9.46M	4.56%	1
2025 Q2	$1.98M	Buy	19,689 +772	+4%	+$77.6K	0.84%	44
2025 Q1	$1.9M	Sell	18,917 -1,249	-6%	-$126K	0.83%	46
2024 Q4	$2.02M	Buy	20,166 +3,477	+21%	+$349K	0.89%	43
2024 Q3	$1.68M	Buy	16,689 +1,535	+10%	+$154K	0.69%	50
2024 Q2	$1.53M	Buy	15,154 +688	+5%	+$69.2K	0.69%	49
2024 Q1	$1.46M	Buy	+14,466	New	+$1.45M	0.65%	49

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

Silver Lake Advisory's SGOV Position: Q2 2026 in Review

Silver Lake Advisory reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 10% in Q2 2026, selling an estimated $1.3M and leaving 113,151 shares worth $11.4M. The position accounts for 4.07% of the portfolio, ranked #4.

Silver Lake Advisory first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.7M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Silver Lake Advisory held 113,151 shares of iShares 0-3 Month Treasury Bond ETF worth $11.4M as of Q2 2026.
Silver Lake Advisory sold 12,945 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.3M.
iShares 0-3 Month Treasury Bond ETF made up 4.07% of Silver Lake Advisory's portfolio in Q2 2026, its #4 holding.
Silver Lake Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Silver Lake Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $12.7M 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 Silver Lake Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.