Transcend Capital Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Transcend Capital 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	$237K	Hold	2,350	–	–	0.02%	715
2026 Q1	$237K	Buy	+2,350	New	+$236K	0.02%	623
2022 Q1	–	Sell	-6,634	Closed	-$664K	–	541
2021 Q4	$664K	Sell	6,634 -230	-3%	-$23K	0.06%	266
2021 Q3	$687K	Buy	+6,864	New	+$687K	0.06%	250

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

Transcend Capital Advisors's SGOV Position: Q2 2026 in Review

Transcend Capital Advisors held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 2,350 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #715.

Transcend Capital Advisors first reported a position in SGOV in Q3 2021 and has held it in 4 quarters since. The position peaked at $687K in Q3 2021. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Transcend Capital Advisors held 2,350 shares of iShares 0-3 Month Treasury Bond ETF worth $237K as of Q2 2026.
Transcend Capital Advisors left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #715 holding.
Transcend Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2021 and has held it in 4 quarters since.
Transcend Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $687K in Q3 2021.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.