Twelve Points Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Twelve Points Wealth Management’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	$18.8M	Buy	186,754 +39,821	+27%	+$4M	3.77%	4
2026 Q1	$14.8M	Sell	146,933 -24,278	-14%	-$2.44M	3.25%	6
2025 Q4	$17.2M	Sell	171,211 -534	-0.3%	-$53.7K	3.87%	5
2025 Q3	$17.3M	Buy	171,745 +28,201	+20%	+$2.84M	4.31%	3
2025 Q2	$14.5M	Sell	143,544 -8,590	-6%	-$864K	3.89%	3
2025 Q1	$15.3M	Buy	152,134 +14,255	+10%	+$1.43M	4.16%	2
2024 Q4	$13.8M	Buy	137,879 +89,632	+186%	+$9M	3.98%	2
2024 Q3	$4.86M	Buy	48,247 +38,472	+394%	+$3.87M	1.53%	10
2024 Q2	$984K	Buy	+9,775	New	+$983K	0.35%	74

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

Twelve Points Wealth Management's SGOV Position: Q2 2026 in Review

Twelve Points Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 27% in Q2 2026, buying an estimated $4M and bringing the position to 186,754 shares worth $18.8M. The position accounts for 3.77% of the portfolio, ranked #4.

Twelve Points Wealth Management first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Twelve Points Wealth Management held 186,754 shares of iShares 0-3 Month Treasury Bond ETF worth $18.8M as of Q2 2026.
Twelve Points Wealth Management bought 39,821 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4M.
iShares 0-3 Month Treasury Bond ETF made up 3.77% of Twelve Points Wealth Management's portfolio in Q2 2026, its #4 holding.
Twelve Points Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.