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

Trajan 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	$12.3M	Buy	121,755 +39,814	+49%	+$4M	0.46%	55
2026 Q1	$8.25M	Sell	81,941 -9,565	-10%	-$961K	0.33%	62
2025 Q4	$9.19M	Buy	91,506 +14,807	+19%	+$1.49M	0.38%	59
2025 Q3	$7.72M	Sell	76,699 -5,708	-7%	-$574K	0.33%	60
2025 Q2	$8.3M	Buy	82,407 +6,568	+9%	+$660K	0.41%	52
2025 Q1	$7.63M	Sell	75,839 -33,509	-31%	-$3.37M	0.42%	55
2024 Q4	$11M	Sell	109,348 -3,076	-3%	-$309K	0.61%	47
2024 Q3	$11.3M	Buy	112,424 +16,320	+17%	+$1.64M	0.67%	41
2024 Q2	$9.68M	Sell	96,104 -275	-0.3%	-$27.6K	0.62%	43
2024 Q1	$9.71M	Buy	+96,379	New	+$9.69M	0.66%	41

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

Trajan Wealth's SGOV Position: Q2 2026 in Review

Trajan Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 49% in Q2 2026, buying an estimated $4M and bringing the position to 121,755 shares worth $12.3M. The position accounts for 0.46% of the portfolio, ranked #55.

Trajan Wealth first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Trajan Wealth held 121,755 shares of iShares 0-3 Month Treasury Bond ETF worth $12.3M as of Q2 2026.
Trajan Wealth bought 39,814 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4M.
iShares 0-3 Month Treasury Bond ETF made up 0.46% of Trajan Wealth's portfolio in Q2 2026, its #55 holding.
Trajan Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.