Stonehaven Wealth & Tax Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$476K	Sell	4,733 -2,195	-32%	-$221K	0.38%	48
2026 Q1	$697K	Buy	6,928 +1,067	+18%	+$107K	0.62%	34
2025 Q4	$588K	Buy	5,861 +214	+4%	+$21.5K	0.53%	34
2025 Q3	$569K	Buy	5,647 +322	+6%	+$32.4K	0.53%	35
2025 Q2	$536K	Buy	+5,325	New	+$535K	0.52%	35

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

Stonehaven Wealth & Tax Solutions's SGOV Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 32% in Q2 2026, selling an estimated $221K and leaving 4,733 shares worth $476K. The position accounts for 0.38% of the portfolio, ranked #48.

Stonehaven Wealth & Tax Solutions first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $697K in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 4,733 shares of iShares 0-3 Month Treasury Bond ETF worth $476K as of Q2 2026.
Stonehaven Wealth & Tax Solutions sold 2,195 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $221K.
iShares 0-3 Month Treasury Bond ETF made up 0.38% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #48 holding.
Stonehaven Wealth & Tax Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Stonehaven Wealth & Tax Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $697K in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.