Steward Partners Investment Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Steward Partners Investment Advisory’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	$42.2M	Sell	419,117 -310,112	-43%	-$31.2M	0.22%	89
2026 Q1	$73.4M	Buy	729,229 +311,827	+75%	+$31.3M	0.37%	49
2025 Q4	$41.9M	Buy	417,402 +40,394	+11%	+$4.06M	0.23%	87
2025 Q3	$38M	Buy	377,008 +46,025	+14%	+$4.63M	0.22%	88
2025 Q2	$33.3M	Buy	330,983 +33,868	+11%	+$3.4M	0.26%	78
2025 Q1	$29.9M	Buy	297,115 +81,480	+38%	+$8.19M	0.26%	79
2024 Q4	$21.6M	Buy	215,635 +97,266	+82%	+$9.77M	0.19%	103
2024 Q3	$11.9M	Sell	118,369 -29,916	-20%	-$3.01M	0.11%	183
2024 Q2	$14.9M	Buy	148,285 +3,609	+2%	+$363K	0.16%	134
2024 Q1	$14.6M	Sell	144,676 -10,725	-7%	-$1.08M	0.16%	129
2023 Q4	$15.6M	Buy	155,401 +5,384	+4%	+$541K	0.21%	100
2023 Q3	$15.1M	Buy	150,017 +1,692	+1%	+$170K	0.23%	95
2023 Q2	$14.9M	Buy	148,325 +3,104	+2%	+$312K	0.22%	96
2023 Q1	$14.6M	Buy	145,221 +1,295	+0.9%	+$130K	0.23%	98
2022 Q4	$14.4M	Buy	143,926 +143,868	+248,048%	+$14.4M	0.25%	98
2022 Q3	$6K	Buy	+58	New	+$5.81K	﹤0.01%	2723

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

Steward Partners Investment Advisory's SGOV Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 43% in Q2 2026, selling an estimated $31.2M and leaving 419,117 shares worth $42.2M. The position accounts for 0.22% of the portfolio, ranked #89.

Steward Partners Investment Advisory first reported a position in SGOV in Q3 2022 and has held it in 16 quarters since. The position peaked at $73.4M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Steward Partners Investment Advisory held 419,117 shares of iShares 0-3 Month Treasury Bond ETF worth $42.2M as of Q2 2026.
Steward Partners Investment Advisory sold 310,112 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $31.2M.
iShares 0-3 Month Treasury Bond ETF made up 0.22% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #89 holding.
Steward Partners Investment Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Steward Partners Investment Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $73.4M 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.