Silver Oak Securities’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Silver Oak Securities’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	$3.94M	Buy	39,183 +20,641	+111%	+$2.08M	0.24%	91
2026 Q1	$1.87M	Buy	18,542 +9,407	+103%	+$946K	0.14%	156
2025 Q4	$917K	Sell	9,135 -1,212	-12%	-$122K	0.06%	306
2025 Q3	$1.04M	Sell	10,347 -972	-9%	-$97.7K	0.08%	253
2025 Q2	$1.14M	Buy	11,319 +304	+3%	+$30.6K	0.09%	233
2025 Q1	$1.11M	Buy	11,015 +4,400	+67%	+$442K	0.1%	213
2024 Q4	$663K	Buy	+6,615	New	+$664K	0.06%	317
2023 Q4	–	Sell	-7,404	Closed	-$745K	–	533
2023 Q3	$745K	Sell	7,404 -7,509	-50%	-$754K	0.16%	120
2023 Q2	$1.5M	Buy	14,913 +12,718	+579%	+$1.28M	0.24%	90
2023 Q1	$223K	Buy	2,195 +104	+5%	+$10.4K	0.04%	352
2022 Q4	$209K	Sell	2,091 -5,313	-72%	-$532K	0.04%	278
2022 Q3	$745K	Buy	+7,404	New	+$741K	0.16%	120

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 Oak Securities's SGOV Position: Q2 2026 in Review

Silver Oak Securities increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 111% in Q2 2026, buying an estimated $2.08M and bringing the position to 39,183 shares worth $3.94M. The position accounts for 0.24% of the portfolio, ranked #91.

Silver Oak Securities first reported a position in SGOV in Q3 2022 and has held it in 12 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Silver Oak Securities held 39,183 shares of iShares 0-3 Month Treasury Bond ETF worth $3.94M as of Q2 2026.
Silver Oak Securities bought 20,641 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.08M.
iShares 0-3 Month Treasury Bond ETF made up 0.24% of Silver Oak Securities's portfolio in Q2 2026, its #91 holding.
Silver Oak Securities first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 12 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.