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Transce3nd’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Transce3nd’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 		$89.1K Hold
887
– – 0.79% 26
2026
Q1 		$89.3K Sell
887
-51
-5% -$5.13K 0.79% 26
2025
Q4 		$94.4K Sell
938
-414
-31% -$41.6K 0.76% 25
2025
Q3 		$136K Sell
1,352
-144,188
-99% -$14.5M 1.21% 20
2025
Q2 		$14.7M Sell
145,540
-6,807
-4% -$684K 6.19% 4
2025
Q1 		$15.3M Sell
152,347
-1,848
-1% -$186K 6.85% 4
2024
Q4 		$15.5M Buy
+154,195
New +$15.5M 5.24% 4

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

Transce3nd's SGOV Position: Q2 2026 in Review

Transce3nd held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 887 shares worth $89.1K. The position accounts for 0.79% of the portfolio, ranked #26.

Transce3nd first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.5M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Transce3nd held 887 shares of iShares 0-3 Month Treasury Bond ETF worth $89.1K as of Q2 2026.
  • Transce3nd left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.79% of Transce3nd's portfolio in Q2 2026, its #26 holding.
  • Transce3nd first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Transce3nd's iShares 0-3 Month Treasury Bond ETF position peaked at $15.5M in Q4 2024.
  • 1,303 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Transce3nd's 13F filing for Q2 2026, filed 24 Jul 2026.