Spinnaker Investment Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Spinnaker Investment Group’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	$697K	Buy	6,921 +1,297	+23%	+$130K	0.11%	78
2026 Q1	$566K	Buy	+5,624	New	+$565K	0.12%	69
2025 Q4	–	Sell	-4,642	Closed	-$467K	–	177
2025 Q3	$467K	Buy	+4,642	New	+$467K	0.09%	87
2024 Q1	–	Sell	-22,496	Closed	-$2.26M	–	91
2023 Q4	$2.26M	Buy	+22,496	New	+$2.26M	0.68%	16

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

Spinnaker Investment Group's SGOV Position: Q2 2026 in Review

Spinnaker Investment Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q2 2026, buying an estimated $130K and bringing the position to 6,921 shares worth $697K. The position accounts for 0.11% of the portfolio, ranked #78.

Spinnaker Investment Group first reported a position in SGOV in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.26M in Q4 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Spinnaker Investment Group held 6,921 shares of iShares 0-3 Month Treasury Bond ETF worth $697K as of Q2 2026.
Spinnaker Investment Group bought 1,297 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $130K.
iShares 0-3 Month Treasury Bond ETF made up 0.11% of Spinnaker Investment Group's portfolio in Q2 2026, its #78 holding.
Spinnaker Investment Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
Spinnaker Investment Group's iShares 0-3 Month Treasury Bond ETF position peaked at $2.26M in Q4 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.