Turn8 Private Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Turn8 Private Wealth’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	$1.19M	Sell	11,865 -8,995	-43%	-$904K	0.8%	37
2026 Q1	$2.1M	Buy	20,860 +5,085	+32%	+$511K	1.31%	31
2025 Q4	$1.58M	Buy	15,775 +389	+3%	+$39.1K	1.13%	33
2025 Q3	$1.55M	Buy	15,386 +5,149	+50%	+$518K	1.11%	33
2025 Q2	$1.03M	Buy	+10,237	New	+$1.03M	0.74%	37

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

Turn8 Private Wealth's SGOV Position: Q2 2026 in Review

Turn8 Private Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 43% in Q2 2026, selling an estimated $904K and leaving 11,865 shares worth $1.19M. The position accounts for 0.8% of the portfolio, ranked #37.

Turn8 Private Wealth first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.1M in Q1 2026. 1,298 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Turn8 Private Wealth held 11,865 shares of iShares 0-3 Month Treasury Bond ETF worth $1.19M as of Q2 2026.
Turn8 Private Wealth sold 8,995 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $904K.
iShares 0-3 Month Treasury Bond ETF made up 0.8% of Turn8 Private Wealth's portfolio in Q2 2026, its #37 holding.
Turn8 Private Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Turn8 Private Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $2.1M in Q1 2026.
1,298 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.