StoneX Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

StoneX Group’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	$10.9M	Buy	108,136 +55,267	+105%	+$5.56M	0.44%	33
2026 Q1	$5.32M	Buy	52,869 +970	+2%	+$97.5K	0.29%	63
2025 Q4	$5.21M	Sell	51,899 -4,099	-7%	-$412K	0.23%	80
2025 Q3	$5.64M	Buy	55,998 +15,803	+39%	+$1.59M	0.25%	81
2025 Q2	$4.05M	Sell	40,195 -23,172	-37%	-$2.33M	0.2%	101
2025 Q1	$6.38M	Buy	63,367 +10,782	+21%	+$1.08M	0.35%	57
2024 Q4	$5.28M	Buy	52,585 +14,852	+39%	+$1.49M	0.29%	75
2024 Q3	$3.8M	Buy	37,733 +19,983	+113%	+$2.01M	0.28%	73
2024 Q2	$1.79M	Buy	17,750 +11,109	+167%	+$1.12M	0.14%	127
2024 Q1	$669K	Buy	+6,641	New	+$667K	0.06%	262

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

StoneX Group's SGOV Position: Q2 2026 in Review

StoneX Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 105% in Q2 2026, buying an estimated $5.56M and bringing the position to 108,136 shares worth $10.9M. The position accounts for 0.44% of the portfolio, ranked #33.

StoneX Group first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

StoneX Group held 108,136 shares of iShares 0-3 Month Treasury Bond ETF worth $10.9M as of Q2 2026.
StoneX Group bought 55,267 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.56M.
iShares 0-3 Month Treasury Bond ETF made up 0.44% of StoneX Group's portfolio in Q2 2026, its #33 holding.
StoneX Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.