UBS AM’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

UBS AM’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	$45.3M	Sell	450,319 -141,648	-24%	-$14.2M	0.01%	687
2026 Q1	$59.6M	Buy	591,967 +385,927	+187%	+$38.8M	0.01%	588
2025 Q4	$20.7M	Buy	+206,040	New	+$20.7M	﹤0.01%	837
2025 Q2	–	Sell	-424,534	Closed	-$42.7M	–	2711
2025 Q1	$42.7M	Buy	+424,534	New	+$42.7M	0.01%	718
2024 Q4	–	Sell	-500,000	Closed	-$50.4M	–	2748
2024 Q3	$50.4M	Buy	+500,000	New	+$50.3M	0.01%	671

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

UBS AM's SGOV Position: Q2 2026 in Review

UBS AM reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 24% in Q2 2026, selling an estimated $14.2M and leaving 450,319 shares worth $45.3M. The position accounts for 0.01% of the portfolio, ranked #687.

UBS AM first reported a position in SGOV in Q3 2024 and has held it in 5 quarters since. The position peaked at $59.6M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

UBS AM held 450,319 shares of iShares 0-3 Month Treasury Bond ETF worth $45.3M as of Q2 2026.
UBS AM sold 141,648 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $14.2M.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of UBS AM's portfolio in Q2 2026, its #687 holding.
UBS AM first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 5 quarters since.
UBS AM's iShares 0-3 Month Treasury Bond ETF position peaked at $59.6M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.