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Sweeney & Michel’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sweeney & Michel’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 		$502K Buy
4,993
+2,142
+75% +$215K 0.13% 95
2026
Q1 		$287K Sell
2,851
-14
-0.5% -$1.41K 0.08% 119
2025
Q4 		$288K Buy
2,865
+37
+1% +$3.72K 0.08% 117
2025
Q3 		$284K Buy
2,828
+56
+2% +$5.63K 0.1% 109
2025
Q2 		$279K Sell
2,772
-289
-9% -$29.1K 0.1% 109
2025
Q1 		$307K Buy
+3,061
New +$308K 0.13% 98

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

Sweeney & Michel's SGOV Position: Q2 2026 in Review

Sweeney & Michel increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 75% in Q2 2026, buying an estimated $215K and bringing the position to 4,993 shares worth $502K. The position accounts for 0.13% of the portfolio, ranked #95.

Sweeney & Michel first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Sweeney & Michel held 4,993 shares of iShares 0-3 Month Treasury Bond ETF worth $502K as of Q2 2026.
  • Sweeney & Michel bought 2,142 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $215K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.13% of Sweeney & Michel's portfolio in Q2 2026, its #95 holding.
  • Sweeney & Michel first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.