Strategic Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Strategic Advisors’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	$3.71M	Sell	36,865 -32,208	-47%	-$3.24M	0.81%	25
2026 Q1	$6.95M	Sell	69,073 -1,160	-2%	-$117K	1.15%	24
2025 Q4	$7.05M	Sell	70,233 -10,184	-13%	-$1.02M	1.1%	23
2025 Q3	$8.1M	Buy	+80,417	New	+$8.09M	1.3%	17
2025 Q2	–	Sell	-74,551	Closed	-$7.51M	–	196
2025 Q1	$7.51M	Buy	74,551 +8,162	+12%	+$820K	1.45%	20
2024 Q4	$6.66M	Sell	66,389 -15,522	-19%	-$1.56M	1.2%	22
2024 Q3	$8.25M	Buy	81,911 +44,637	+120%	+$4.49M	1.54%	15
2024 Q2	$3.75M	Buy	37,274 +9,727	+35%	+$978K	0.73%	29
2024 Q1	$2.77M	Sell	27,547 -1,364	-5%	-$137K	0.55%	44
2023 Q4	$2.9M	Sell	28,911 -3,558	-11%	-$357K	0.55%	44
2023 Q3	$3.27M	Buy	+32,469	New	+$3.26M	0.64%	36

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

Strategic Advisors's SGOV Position: Q2 2026 in Review

Strategic Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 47% in Q2 2026, selling an estimated $3.24M and leaving 36,865 shares worth $3.71M. The position accounts for 0.81% of the portfolio, ranked #25.

Strategic Advisors first reported a position in SGOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.25M in Q3 2024. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Strategic Advisors held 36,865 shares of iShares 0-3 Month Treasury Bond ETF worth $3.71M as of Q2 2026.
Strategic Advisors sold 32,208 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.24M.
iShares 0-3 Month Treasury Bond ETF made up 0.81% of Strategic Advisors's portfolio in Q2 2026, its #25 holding.
Strategic Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Strategic Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $8.25M in Q3 2024.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.