SteelPeak Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

SteelPeak Wealth’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	$1.61M	Buy	+15,948	New	+$1.6M	0.04%	258
2026 Q1	–	Sell	-2,105	Closed	-$211K	–	640
2025 Q4	$211K	Buy	+2,105	New	+$212K	0.01%	490

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

SteelPeak Wealth's SGOV Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 15,948 shares worth $1.61M. The stake represents 0.04% of the portfolio and ranks #258 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in SGOV as recently as Q4 2025.

SteelPeak Wealth first reported a position in SGOV in Q4 2025 and has held it in 2 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

SteelPeak Wealth held 15,948 shares of iShares 0-3 Month Treasury Bond ETF worth $1.61M as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new SteelPeak Wealth position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of SteelPeak Wealth's portfolio in Q2 2026, its #258 holding.
SteelPeak Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.