TD Waterhouse Canada’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

TD Waterhouse Canada’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	$2.14M	Buy	21,333 +6,514	+44%	+$655K	0.01%	580
2026 Q1	$1.49M	Sell	14,819 -599	-4%	-$60.2K	﹤0.01%	613
2025 Q4	$1.55M	Buy	15,418 +164	+1%	+$16.5K	0.01%	499
2025 Q3	$1.53M	Sell	15,254 -901	-6%	-$90.6K	0.01%	490
2025 Q2	$1.62M	Sell	16,155 -7,157	-31%	-$719K	0.01%	463
2025 Q1	$2.34M	Buy	23,312 +3,248	+16%	+$326K	0.02%	383
2024 Q4	$2.01M	Buy	20,064 +13,187	+192%	+$1.32M	0.02%	398
2024 Q3	$696K	Sell	6,877 -10,935	-61%	-$1.1M	0.01%	556
2024 Q2	$1.79M	Buy	17,812 +10,194	+134%	+$1.02M	0.02%	392
2024 Q1	$766K	Buy	7,618 +5,631	+283%	+$566K	0.01%	549
2023 Q4	$199K	Sell	1,987 -786	-28%	-$78.9K	﹤0.01%	681
2023 Q3	$278K	Sell	2,773 -394	-12%	-$39.6K	﹤0.01%	590
2023 Q2	$317K	Buy	3,167 +491	+18%	+$49.3K	﹤0.01%	601
2023 Q1	$299K	Buy	+2,676	New	+$268K	﹤0.01%	601

Other funds holding SGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

TD Waterhouse Canada's SGOV Position: Q2 2026 in Review

TD Waterhouse Canada increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 44% in Q2 2026, buying an estimated $655K and bringing the position to 21,333 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #580.

TD Waterhouse Canada first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.34M in Q1 2025. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

TD Waterhouse Canada held 21,333 shares of iShares 0-3 Month Treasury Bond ETF worth $2.14M as of Q2 2026.
TD Waterhouse Canada bought 6,514 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $655K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #580 holding.
TD Waterhouse Canada first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
TD Waterhouse Canada's iShares 0-3 Month Treasury Bond ETF position peaked at $2.34M in Q1 2025.
864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.