Snowden Capital Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Snowden Capital 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	$535K	Sell	5,317 -10,247	-66%	-$1.03M	0.01%	815
2026 Q1	$1.57M	Buy	15,564 +5,848	+60%	+$588K	0.04%	396
2025 Q4	$975K	Buy	+9,716	New	+$976K	0.03%	537

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

Snowden Capital Advisors's SGOV Position: Q2 2026 in Review

Snowden Capital Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 66% in Q2 2026, selling an estimated $1.03M and leaving 5,317 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #815.

Snowden Capital Advisors first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.57M in Q1 2026. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Snowden Capital Advisors held 5,317 shares of iShares 0-3 Month Treasury Bond ETF worth $535K as of Q2 2026.
Snowden Capital Advisors sold 10,247 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.03M.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #815 holding.
Snowden Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Snowden Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.57M in Q1 2026.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.