Transamerica Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Transamerica Financial Advisors’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	$2.6M	Sell	25,817 -2,397	-8%	-$241K	0.22%	103
2026 Q1	$2.84M	Buy	28,214 +2,333	+9%	+$235K	0.24%	99
2025 Q4	$2.6M	Sell	25,881 -1,872	-7%	-$188K	0.22%	112
2025 Q3	$2.79M	Buy	27,753 +632	+2%	+$63.5K	0.23%	97
2025 Q2	$2.73M	Buy	27,121 +1,673	+7%	+$168K	0.26%	90
2025 Q1	$2.56M	Buy	25,448 +2,778	+12%	+$279K	0.26%	94
2024 Q4	$2.27M	Sell	22,670 -200	-0.9%	-$20.1K	0.23%	102
2024 Q3	$2.3M	Buy	22,870 +13,324	+140%	+$1.34M	0.22%	102
2024 Q2	$962K	Hold	9,546	–	–	0.1%	139
2024 Q1	$962K	Buy	+9,546	New	+$959K	0.1%	154

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

Transamerica Financial Advisors's SGOV Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8.5% in Q2 2026, selling an estimated $241K and leaving 25,817 shares worth $2.6M. The position accounts for 0.22% of the portfolio, ranked #103.

Transamerica Financial Advisors first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.84M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Transamerica Financial Advisors held 25,817 shares of iShares 0-3 Month Treasury Bond ETF worth $2.6M as of Q2 2026.
Transamerica Financial Advisors sold 2,397 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $241K.
iShares 0-3 Month Treasury Bond ETF made up 0.22% of Transamerica Financial Advisors's portfolio in Q2 2026, its #103 holding.
Transamerica Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Transamerica Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.84M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.