Sowell Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sowell Financial Services’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	$14M	Buy	139,081 +6,666	+5%	+$670K	0.46%	37
2026 Q1	$13.3M	Sell	132,415 -21,319	-14%	-$2.14M	0.49%	36
2025 Q4	$15.4M	Sell	153,734 -19,512	-11%	-$1.96M	0.57%	29
2025 Q3	$17.4M	Buy	173,246 +6,854	+4%	+$689K	0.67%	23
2025 Q2	$16.8M	Buy	166,392 +12,153	+8%	+$1.22M	0.68%	22
2025 Q1	$15.5M	Buy	154,239 +16,075	+12%	+$1.62M	0.71%	20
2024 Q4	$13.9M	Buy	138,164 +48,221	+54%	+$4.84M	0.73%	23
2024 Q3	$9.06M	Buy	89,943 +2,021	+2%	+$203K	0.42%	53
2024 Q2	$8.86M	Buy	87,922 +364	+0.4%	+$36.6K	0.42%	49
2024 Q1	$8.82M	Sell	87,558 -43,758	-33%	-$4.4M	0.42%	55
2023 Q4	$13.2M	Buy	131,316 +72,654	+124%	+$7.3M	0.71%	25
2023 Q3	$5.91M	Sell	58,662 -13,503	-19%	-$1.36M	0.37%	68
2023 Q2	$7.26M	Buy	+72,165	New	+$7.25M	0.4%	54

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

Sowell Financial Services's SGOV Position: Q2 2026 in Review

Sowell Financial Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5% in Q2 2026, buying an estimated $670K and bringing the position to 139,081 shares worth $14M. The position accounts for 0.46% of the portfolio, ranked #37.

Sowell Financial Services first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.4M in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Sowell Financial Services held 139,081 shares of iShares 0-3 Month Treasury Bond ETF worth $14M as of Q2 2026.
Sowell Financial Services bought 6,666 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $670K.
iShares 0-3 Month Treasury Bond ETF made up 0.46% of Sowell Financial Services's portfolio in Q2 2026, its #37 holding.
Sowell Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Sowell Financial Services's iShares 0-3 Month Treasury Bond ETF position peaked at $17.4M in Q3 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.