Stifel Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Stifel Financial’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	$99.1M	Buy	984,074 +285,141	+41%	+$28.7M	0.08%	237
2026 Q1	$70.4M	Sell	698,933 -350,145	-33%	-$35.2M	0.06%	290
2025 Q4	$105M	Buy	1,049,078 +125,766	+14%	+$12.6M	0.09%	213
2025 Q3	$93M	Buy	923,312 +181,312	+24%	+$18.2M	0.08%	234
2025 Q2	$74.7M	Buy	742,000 +54,257	+8%	+$5.45M	0.07%	268
2025 Q1	$69.2M	Buy	687,743 +41,850	+6%	+$4.21M	0.07%	262
2024 Q4	$64.8M	Buy	645,893 +90,917	+16%	+$9.13M	0.07%	272
2024 Q3	$55.9M	Buy	554,976 +22,989	+4%	+$2.31M	0.06%	298
2024 Q2	$53.6M	Sell	531,987 -6,039	-1%	-$607K	0.06%	293
2024 Q1	$54.2M	Buy	538,026 +67,936	+14%	+$6.83M	0.06%	289
2023 Q4	$47.1M	Buy	470,090 +168,879	+56%	+$17M	0.06%	297
2023 Q3	$30.3M	Buy	301,211 +78,253	+35%	+$7.86M	0.04%	357
2023 Q2	$22.4M	Buy	222,958 +33,657	+18%	+$3.38M	0.03%	434
2023 Q1	$19M	Sell	189,301 -236,631	-56%	-$23.7M	0.03%	478
2022 Q4	$42.7M	Buy	425,932 +32,321	+8%	+$3.24M	0.06%	276
2022 Q3	$39.5M	Sell	393,611 -9,639	-2%	-$965K	0.06%	274
2022 Q2	$40.4M	Buy	403,250 +331,938	+465%	+$33.2M	0.06%	275
2022 Q1	$7.13M	Buy	71,312 +54,915	+335%	+$5.49M	0.01%	871
2021 Q4	$1.64M	Buy	16,397 +2,500	+18%	+$250K	﹤0.01%	1769
2021 Q3	$1.39M	Buy	13,897 +2,500	+22%	+$250K	﹤0.01%	1834
2021 Q2	$1.14M	Buy	+11,397	New	+$1.14M	﹤0.01%	1999

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

Stifel Financial's SGOV Position: Q2 2026 in Review

Stifel Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 41% in Q2 2026, buying an estimated $28.7M and bringing the position to 984,074 shares worth $99.1M. The position accounts for 0.08% of the portfolio, ranked #237.

Stifel Financial first reported a position in SGOV in Q2 2021 and has held it in 21 quarters since. The position peaked at $105M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Stifel Financial held 984,074 shares of iShares 0-3 Month Treasury Bond ETF worth $99.1M as of Q2 2026.
Stifel Financial bought 285,141 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $28.7M.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of Stifel Financial's portfolio in Q2 2026, its #237 holding.
Stifel Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2021 and has held it in 21 quarters since.
Stifel Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $105M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.