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Surience Private Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Surience Private Wealth’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 		– Sell
-13,948
Closed -$1.4M – 51
2026
Q1 		$1.4M Buy
+13,948
New +$1.4M 1.51% 22

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Surience Private Wealth's SGOV Position: Q2 2026 in Review

Surience Private Wealth sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 13,948 shares — an estimated $1.4M sold.

Surience Private Wealth first reported a position in SGOV in Q1 2026 and held it in 1 quarter. The position peaked at $1.4M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Surience Private Wealth reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Surience Private Wealth sold 13,948 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.4M.
  • Surience Private Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Surience Private Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $1.4M 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 Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.