Trivium Point Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Trivium Point Advisory’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	$345K	Buy	+3,431	New	+$345K	0.03%	290
2026 Q1	–	Sell	-4,271	Closed	-$429K	–	330
2025 Q4	$429K	Sell	4,271 -220	-5%	-$22.1K	0.04%	257
2025 Q3	$452K	Buy	4,491 +144	+3%	+$14.5K	0.05%	248
2025 Q2	$438K	Buy	+4,347	New	+$437K	0.05%	246

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

Trivium Point Advisory's SGOV Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 3,431 shares worth $345K. The stake represents 0.03% of the portfolio and ranks #290 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in SGOV as recently as Q4 2025.

Trivium Point Advisory first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. The position peaked at $452K in Q3 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Trivium Point Advisory held 3,431 shares of iShares 0-3 Month Treasury Bond ETF worth $345K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Trivium Point Advisory position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Trivium Point Advisory's portfolio in Q2 2026, its #290 holding.
Trivium Point Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
Trivium Point Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $452K in Q3 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.