Tidal Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Tidal Investments’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	-107,848	Closed	-$10.8M	–	2794
2026 Q1	$10.8M	Buy	107,848 +77,634	+257%	+$7.8M	0.02%	536
2025 Q4	$3.03M	Buy	+30,214	New	+$3.04M	0.01%	814
2025 Q3	–	Sell	-29,392	Closed	-$2.95M	–	2165
2025 Q2	$2.95M	Sell	29,392 -123,273	-81%	-$12.4M	0.02%	594
2025 Q1	$15.3M	Sell	152,665 -67,347	-31%	-$6.77M	0.12%	192
2024 Q4	$22.1M	Buy	220,012 +155,338	+240%	+$15.6M	0.17%	156
2024 Q3	$6.49M	Buy	64,674 +30,852	+91%	+$3.1M	0.07%	274
2024 Q2	$3.41M	Buy	33,822 +31,267	+1,224%	+$3.14M	0.05%	350
2024 Q1	$257K	Buy	+2,555	New	+$257K	﹤0.01%	1471

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

Tidal Investments's SGOV Position: Q2 2026 in Review

Tidal Investments sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 107,848 shares — an estimated $10.8M sold.

Tidal Investments first reported a position in SGOV in Q1 2024 and held it in 8 quarters. The position peaked at $22.1M in Q4 2024. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Tidal Investments reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Tidal Investments sold 107,848 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $10.8M.
Tidal Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and held it in 8 quarters.
Tidal Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $22.1M in Q4 2024.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.