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

Simplicity 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	$3.91M	Buy	38,826 +20,923	+117%	+$2.1M	0.13%	168
2026 Q1	$1.8M	Buy	17,903 +4,991	+39%	+$502K	0.1%	194
2025 Q4	$1.3M	Sell	12,912 -1,555	-11%	-$156K	0.08%	240
2025 Q3	$1.46M	Sell	14,467 -8,913	-38%	-$896K	0.08%	229
2025 Q2	$2.35M	Buy	23,380 +8,231	+54%	+$827K	0.1%	194
2025 Q1	$1.53M	Sell	15,149 -2,642	-15%	-$266K	0.12%	189
2024 Q4	$1.78M	Buy	17,791 +9,353	+111%	+$940K	0.37%	47
2024 Q3	$850K	Sell	8,438 -524,351	-98%	-$52.7M	0.08%	221
2024 Q2	$53.7M	Sell	532,789 -94,783	-15%	-$9.53M	1.21%	15
2024 Q1	$63.2M	Buy	+627,572	New	+$63.1M	1.51%	12

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

Simplicity Wealth's SGOV Position: Q2 2026 in Review

Simplicity Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 117% in Q2 2026, buying an estimated $2.1M and bringing the position to 38,826 shares worth $3.91M. The position accounts for 0.13% of the portfolio, ranked #168.

Simplicity Wealth first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $63.2M in Q1 2024. 1,303 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Simplicity Wealth held 38,826 shares of iShares 0-3 Month Treasury Bond ETF worth $3.91M as of Q2 2026.
Simplicity Wealth bought 20,923 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.1M.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of Simplicity Wealth's portfolio in Q2 2026, its #168 holding.
Simplicity Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $63.2M in Q1 2024.
1,303 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.