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SSI Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

SSI Investment Management’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 		$926K Hold
9,197
– – 0.05% 184
2026
Q1 		$926K Sell
9,197
-25
-0.3% -$2.51K 0.06% 173
2025
Q4 		$926K Sell
9,222
-20
-0.2% -$2.01K 0.06% 180
2025
Q3 		$931K Sell
9,242
-113
-1% -$11.4K 0.06% 176
2025
Q2 		$942K Buy
9,355
+2,768
+42% +$278K 0.07% 182
2025
Q1 		$663K Hold
6,587
– – 0.05% 188
2024
Q4 		$661K Hold
6,587
– – 0.05% 192
2024
Q3 		$663K Buy
6,587
+158
+2% +$15.9K 0.05% 194
2024
Q2 		$647K Sell
6,429
-56,181
-90% -$5.65M 0.05% 180
2024
Q1 		$6.31M Buy
+62,610
New +$6.29M 0.48% 71

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SSI Investment Management's SGOV Position: Q2 2026 in Review

SSI Investment Management held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 9,197 shares worth $926K. The position accounts for 0.05% of the portfolio, ranked #184.

SSI Investment Management first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.31M in Q1 2024. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • SSI Investment Management held 9,197 shares of iShares 0-3 Month Treasury Bond ETF worth $926K as of Q2 2026.
  • SSI Investment Management left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.05% of SSI Investment Management's portfolio in Q2 2026, its #184 holding.
  • SSI Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • SSI Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $6.31M in Q1 2024.
  • 1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on SSI Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.