Stevens Capital Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Stevens Capital Partners’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	$451K	Sell	4,476 -958	-18%	-$96.3K	0.09%	102
2026 Q1	$547K	Sell	5,434 -1,477	-21%	-$148K	0.13%	81
2025 Q4	$694K	Sell	6,911 -150	-2%	-$15.1K	0.18%	66
2025 Q3	$711K	Buy	7,061 +614	+10%	+$61.7K	0.21%	58
2025 Q2	$647K	Buy	+6,447	New	+$648K	0.23%	50

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

Stevens Capital Partners's SGOV Position: Q2 2026 in Review

Stevens Capital Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q2 2026, selling an estimated $96.3K and leaving 4,476 shares worth $451K. The position accounts for 0.09% of the portfolio, ranked #102.

Stevens Capital Partners first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $711K in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Stevens Capital Partners held 4,476 shares of iShares 0-3 Month Treasury Bond ETF worth $451K as of Q2 2026.
Stevens Capital Partners sold 958 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $96.3K.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of Stevens Capital Partners's portfolio in Q2 2026, its #102 holding.
Stevens Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Stevens Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $711K in Q3 2025.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.