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

SVB 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 		$5.5M Buy
54,640
+1,981
+4% +$199K 0.35% 62
2026
Q1 		$5.3M Sell
52,659
-1,918
-4% -$193K 0.35% 65
2025
Q4 		$5.48M Sell
54,577
-20,048
-27% -$2.01M 0.32% 65
2025
Q3 		$7.51M Sell
74,625
-11,859
-14% -$1.19M 0.4% 49
2025
Q2 		$8.71M Sell
86,484
-92,574
-52% -$9.31M 0.47% 47
2025
Q1 		$18M Sell
179,058
-16,107
-8% -$1.62M 0.74% 21
2024
Q4 		$19.6M Buy
+195,165
New +$19.6M 0.37% 38
2024
Q3 		– Sell
-252,789
Closed -$25.5M – 500
2024
Q2 		$25.5M Sell
252,789
-79,635
-24% -$8M 0.63% 28
2024
Q1 		$33.5M Buy
332,424
+42,076
+14% +$4.23M 0.75% 25
2023
Q4 		$29.1M Sell
290,348
-43,053
-13% -$4.32M 0.71% 25
2023
Q3 		$33.6M Sell
333,401
-109,485
-25% -$11M 0.74% 24
2023
Q2 		$44.6M Sell
442,886
-466,175
-51% -$46.8M 0.81% 22
2023
Q1 		$91.4M Sell
909,061
-94,235
-9% -$9.45M 1.28% 14
2022
Q4 		$100M Sell
1,003,296
-845,596
-46% -$84.7M 1.36% 13
2022
Q3 		$185M Sell
1,848,892
-2,460,311
-57% -$246M 2.71% 9
2022
Q2 		$431M Buy
4,309,203
+377,878
+10% +$37.8M 6.64% 1
2022
Q1 		$393M Buy
+3,931,325
New +$393M 5.27% 6
2021
Q4 		– Sell
-4,640,245
Closed -$464M – 930
2021
Q3 		$464M Sell
4,640,245
-472,029
-9% -$47.2M 5.96% 1
2021
Q2 		$511M Sell
5,112,274
-532,674
-9% -$53.3M 6.48% 1
2021
Q1 		$565M Sell
5,644,948
-1,789,415
-24% -$179M 7.86% 1
2020
Q4 		$744M Sell
7,434,363
-407,851
-5% -$40.8M 10.91% 1
2020
Q3 		$784M Buy
7,842,214
+372,790
+5% +$37.3M 12.94% 1
2020
Q2 		$747M Buy
+7,469,424
New +$747M 13.89% 1

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

SVB Wealth's SGOV Position: Q2 2026 in Review

SVB Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.8% in Q2 2026, buying an estimated $199K and bringing the position to 54,640 shares worth $5.5M. The position accounts for 0.35% of the portfolio, ranked #62.

SVB Wealth first reported a position in SGOV in Q2 2020 and has held it in 23 quarters since. The position peaked at $784M in Q3 2020. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • SVB Wealth held 54,640 shares of iShares 0-3 Month Treasury Bond ETF worth $5.5M as of Q2 2026.
  • SVB Wealth bought 1,981 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $199K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.35% of SVB Wealth's portfolio in Q2 2026, its #62 holding.
  • SVB Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • SVB Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $784M in Q3 2020.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.