Studio Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Studio Investment Management’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	$7.76M	Sell	77,073 -5,958	-7%	-$599K	1.31%	17
2026 Q1	$8.36M	Buy	83,031 +441	+0.5%	+$44.3K	1.51%	12
2025 Q4	$8.29M	Buy	82,590 +4,453	+6%	+$448K	1.51%	13
2025 Q3	$7.87M	Buy	78,137 +13,551	+21%	+$1.36M	1.49%	13
2025 Q2	$6.5M	Sell	64,586 -6,486	-9%	-$652K	1.31%	16
2025 Q1	$7.15M	Buy	71,072 +10,604	+18%	+$1.07M	1.48%	14
2024 Q4	$6.07M	Sell	60,468 -3,810	-6%	-$383K	1.29%	19
2024 Q3	$6.47M	Sell	64,278 -3,059	-5%	-$308K	1.36%	18
2024 Q2	$6.78M	Buy	67,337 +18,356	+37%	+$1.85M	1.54%	15
2024 Q1	$4.93M	Buy	48,981 +10,747	+28%	+$1.08M	1.17%	22
2023 Q4	$3.83M	Buy	38,234 +2,079	+6%	+$209K	0.98%	31
2023 Q3	$3.64M	Buy	36,155 +11,412	+46%	+$1.15M	1.02%	26
2023 Q2	$2.49M	Buy	24,743 +24,187	+4,350%	+$2.43M	0.7%	39
2023 Q1	$55.9K	Buy	+556	New	+$55.8K	0.02%	149

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

Studio Investment Management's SGOV Position: Q2 2026 in Review

Studio Investment Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.2% in Q2 2026, selling an estimated $599K and leaving 77,073 shares worth $7.76M. The position accounts for 1.31% of the portfolio, ranked #17.

Studio Investment Management first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.36M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Studio Investment Management held 77,073 shares of iShares 0-3 Month Treasury Bond ETF worth $7.76M as of Q2 2026.
Studio Investment Management sold 5,958 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $599K.
iShares 0-3 Month Treasury Bond ETF made up 1.31% of Studio Investment Management's portfolio in Q2 2026, its #17 holding.
Studio Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Studio Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $8.36M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.