Stansberry Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Stansberry Asset 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	$25.4M	Sell	252,502 -189,498	-43%	-$19.1M	2.33%	9
2026 Q1	$44.5M	Buy	442,000 +181,386	+70%	+$18.2M	4.57%	1
2025 Q4	$26.2M	Sell	260,614 -1,844	-0.7%	-$185K	2.65%	5
2025 Q3	$26.4M	Buy	262,458 +18,728	+8%	+$1.88M	2.76%	4
2025 Q2	$24.5M	Sell	243,730 -77,687	-24%	-$7.81M	2.68%	5
2025 Q1	$32.4M	Buy	321,417 +280,162	+679%	+$28.2M	3.89%	1
2024 Q4	$4.14M	Buy	41,255 +2,786	+7%	+$280K	0.54%	61
2024 Q3	$3.87M	Buy	38,469 +3,394	+10%	+$341K	0.48%	67
2024 Q2	$3.53M	Buy	35,075 +6,738	+24%	+$677K	0.46%	74
2024 Q1	$2.85M	Buy	28,337 +4,072	+17%	+$409K	0.39%	78
2023 Q4	$2.43M	Buy	+24,265	New	+$2.44M	0.4%	73

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

Stansberry Asset Management's SGOV Position: Q2 2026 in Review

Stansberry Asset Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 43% in Q2 2026, selling an estimated $19.1M and leaving 252,502 shares worth $25.4M. The position accounts for 2.33% of the portfolio, ranked #9.

Stansberry Asset Management first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $44.5M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Stansberry Asset Management held 252,502 shares of iShares 0-3 Month Treasury Bond ETF worth $25.4M as of Q2 2026.
Stansberry Asset Management sold 189,498 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $19.1M.
iShares 0-3 Month Treasury Bond ETF made up 2.33% of Stansberry Asset Management's portfolio in Q2 2026, its #9 holding.
Stansberry Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Stansberry Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $44.5M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Stansberry Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.