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

Sovran 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	$1.69M	Buy	16,759 +8,895	+113%	+$894K	0.13%	181
2026 Q1	$792K	Sell	7,864 -2,852	-27%	-$287K	0.06%	274
2025 Q4	$1.08M	Buy	10,716 +7,604	+244%	+$764K	0.09%	222
2025 Q3	$313K	Buy	3,112 +742	+31%	+$74.6K	0.03%	426
2025 Q2	$238K	Sell	2,370 -682	-22%	-$68.6K	0.02%	442
2025 Q1	$307K	Buy	+3,052	New	+$307K	0.04%	372

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

Sovran Advisors's SGOV Position: Q2 2026 in Review

Sovran Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 113% in Q2 2026, buying an estimated $894K and bringing the position to 16,759 shares worth $1.69M. The position accounts for 0.13% of the portfolio, ranked #181.

Sovran Advisors first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Sovran Advisors held 16,759 shares of iShares 0-3 Month Treasury Bond ETF worth $1.69M as of Q2 2026.
Sovran Advisors bought 8,895 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $894K.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of Sovran Advisors's portfolio in Q2 2026, its #181 holding.
Sovran Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.