Stirlingshire Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Stirlingshire Investments’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	$600K	Sell	5,962 -4,672	-44%	-$470K	0.45%	63
2026 Q1	$1.07M	Sell	10,634 -3,976	-27%	-$400K	0.94%	23
2025 Q4	$1.47M	Buy	+14,610	New	+$1.47M	1.3%	16

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

Stirlingshire Investments's SGOV Position: Q2 2026 in Review

Stirlingshire Investments reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 44% in Q2 2026, selling an estimated $470K and leaving 5,962 shares worth $600K. The position accounts for 0.45% of the portfolio, ranked #63.

Stirlingshire Investments first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.47M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Stirlingshire Investments held 5,962 shares of iShares 0-3 Month Treasury Bond ETF worth $600K as of Q2 2026.
Stirlingshire Investments sold 4,672 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $470K.
iShares 0-3 Month Treasury Bond ETF made up 0.45% of Stirlingshire Investments's portfolio in Q2 2026, its #63 holding.
Stirlingshire Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Stirlingshire Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $1.47M 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 Stirlingshire Investments's 13F filing for Q2 2026, filed 31 Jul 2026.