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

True Wealth Design’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 		$123K Buy
1,218
+923
+313% +$92.8K 0.03% 203
2026
Q1 		$29.7K Hold
295
– – 0.01% 561
2025
Q4 		$29.6K Hold
295
– – 0.01% 482
2025
Q3 		$29.7K Hold
295
– – 0.01% 461
2025
Q2 		$29.7K Hold
295
– – 0.01% 297
2025
Q1 		$29.7K Hold
295
– – 0.01% 279
2024
Q4 		$29.6K Buy
+295
New +$29.6K 0.01% 263

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

True Wealth Design's SGOV Position: Q2 2026 in Review

True Wealth Design increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 313% in Q2 2026, buying an estimated $92.8K and bringing the position to 1,218 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #203.

True Wealth Design first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • True Wealth Design held 1,218 shares of iShares 0-3 Month Treasury Bond ETF worth $123K as of Q2 2026.
  • True Wealth Design bought 923 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $92.8K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #203 holding.
  • True Wealth Design first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.