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Stephens Inc’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Stephens Inc’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 		$42.6M Sell
423,052
-37,075
-8% -$3.73M 0.48% 44
2026
Q1 		$46.3M Buy
460,127
+219,472
+91% +$22.1M 0.58% 32
2025
Q4 		$24.2M Buy
240,655
+64,801
+37% +$6.51M 0.3% 75
2025
Q3 		$17.7M Sell
175,854
-1,173
-0.7% -$118K 0.23% 102
2025
Q2 		$17.8M Buy
177,027
+9,487
+6% +$954K 0.25% 95
2025
Q1 		$16.9M Sell
167,540
-50,984
-23% -$5.12M 0.25% 99
2024
Q4 		$21.9M Sell
218,524
-31,746
-13% -$3.19M 0.31% 77
2024
Q3 		$25.2M Buy
250,270
+44,924
+22% +$4.52M 0.36% 66
2024
Q2 		$20.7M Buy
205,346
+44,429
+28% +$4.47M 0.32% 74
2024
Q1 		$16.2M Buy
160,917
+68,143
+73% +$6.85M 0.25% 98
2023
Q4 		$9.3M Buy
92,774
+78,738
+561% +$7.91M 0.16% 150
2023
Q3 		$1.41M Buy
14,036
+5,102
+57% +$512K 0.03% 455
2023
Q2 		$899K Sell
8,934
-166,210
-95% -$16.7M 0.02% 579
2023
Q1 		$17.6M Buy
175,144
+170,954
+4,080% +$17.2M 0.34% 75
2022
Q4 		$420K Buy
+4,190
New +$420K 0.01% 755

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

Stephens Inc's SGOV Position: Q2 2026 in Review

Stephens Inc reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8.1% in Q2 2026, selling an estimated $3.73M and leaving 423,052 shares worth $42.6M. The position accounts for 0.48% of the portfolio, ranked #44.

Stephens Inc first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $46.3M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Stephens Inc held 423,052 shares of iShares 0-3 Month Treasury Bond ETF worth $42.6M as of Q2 2026.
  • Stephens Inc sold 37,075 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.73M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.48% of Stephens Inc's portfolio in Q2 2026, its #44 holding.
  • Stephens Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Stephens Inc's iShares 0-3 Month Treasury Bond ETF position peaked at $46.3M in Q1 2026.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.