Successful Portfolios’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Successful Portfolios’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	$3.73M	Buy	37,156 +4,043	+12%	+$406K	1.74%	14
2026 Q1	$3.33M	Buy	33,113 +2,613	+9%	+$263K	1.84%	12
2025 Q4	$3.06M	Buy	30,500 +5,781	+23%	+$581K	1.56%	13
2025 Q3	$2.49M	Sell	24,719 -264	-1%	-$26.5K	1.45%	16
2025 Q2	$2.52M	Sell	24,983 -2,835	-10%	-$285K	1.55%	15
2025 Q1	$2.8M	Buy	27,818 +2,369	+9%	+$238K	1.9%	13
2024 Q4	$2.55M	Buy	25,449 +4,206	+20%	+$423K	1.71%	15
2024 Q3	$2.14M	Buy	21,243 +5,033	+31%	+$506K	1.45%	16
2024 Q2	$1.63M	Buy	16,210 +116	+0.7%	+$11.7K	1.14%	21
2024 Q1	$1.62M	Buy	16,094 +6,446	+67%	+$648K	1.11%	23
2023 Q4	$967K	Buy	9,648 +3,017	+45%	+$303K	0.72%	34
2023 Q3	$668K	Buy	+6,631	New	+$666K	0.59%	44

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

Successful Portfolios's SGOV Position: Q2 2026 in Review

Successful Portfolios increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q2 2026, buying an estimated $406K and bringing the position to 37,156 shares worth $3.73M. The position accounts for 1.74% of the portfolio, ranked #14.

Successful Portfolios first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Successful Portfolios held 37,156 shares of iShares 0-3 Month Treasury Bond ETF worth $3.73M as of Q2 2026.
Successful Portfolios bought 4,043 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $406K.
iShares 0-3 Month Treasury Bond ETF made up 1.74% of Successful Portfolios's portfolio in Q2 2026, its #14 holding.
Successful Portfolios first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.