UBS Group
SGOV icon

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

UBS Group’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 		$600M Buy
5,962,248
+827,698
+16% +$83.2M 0.08% 245
2026
Q1 		$517M Buy
5,134,550
+2,543,358
+98% +$256M 0.08% 261
2025
Q4 		$260M Buy
2,591,192
+554,327
+27% +$55.7M 0.04% 449
2025
Q3 		$205M Sell
2,036,865
-100,064
-5% -$10.1M 0.03% 571
2025
Q2 		$215M Buy
2,136,929
+443,341
+26% +$44.6M 0.04% 509
2025
Q1 		$170M Buy
1,693,588
+666,950
+65% +$67M 0.03% 600
2024
Q4 		$103M Buy
1,026,638
+90,173
+10% +$9.06M 0.02% 907
2024
Q3 		$94.3M Sell
936,465
-276,223
-23% -$27.8M 0.02% 758
2024
Q2 		$122M Buy
1,212,688
+82,440
+7% +$8.29M 0.03% 546
2024
Q1 		$114M Sell
1,130,248
-41,173
-4% -$4.14M 0.03% 589
2023
Q4 		$117M Buy
1,171,421
+2,855
+0.2% +$287K 0.04% 509
2023
Q3 		$118M Buy
1,168,566
+127,496
+12% +$12.8M 0.04% 443
2023
Q2 		$105M Buy
1,041,070
+262,566
+34% +$26.4M 0.04% 479
2023
Q1 		$78.3M Buy
778,504
+209,124
+37% +$21M 0.03% 562
2022
Q4 		$57M Buy
569,380
+159,030
+39% +$15.9M 0.02% 738
2022
Q3 		$41.1M Buy
410,350
+272,585
+198% +$27.3M 0.02% 795
2022
Q2 		$13.8M Buy
+137,765
New +$13.8M 0.01% 1578
2022
Q1 		– Sell
-4,029
Closed -$403K – 10826
2021
Q4 		$403K Buy
+4,029
New +$403K ﹤0.01% 5157
2021
Q3 		– Sell
-11,577
Closed -$1.16M – 10021
2021
Q2 		$1.16M Buy
11,577
+8,022
+226% +$802K ﹤0.01% 4056
2021
Q1 		$356K Sell
3,555
-2,903
-45% -$290K ﹤0.01% 5104
2020
Q4 		$646K Buy
6,458
+6,378
+7,973% +$638K ﹤0.01% 4392
2020
Q3 		$8K Buy
+80
New +$8K ﹤0.01% 7040

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
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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

UBS Group's SGOV Position: Q2 2026 in Review

UBS Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 16% in Q2 2026, buying an estimated $83.2M and bringing the position to 5,962,248 shares worth $600M. The position accounts for 0.08% of the portfolio, ranked #245.

UBS Group first reported a position in SGOV in Q3 2020 and has held it in 22 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • UBS Group held 5,962,248 shares of iShares 0-3 Month Treasury Bond ETF worth $600M as of Q2 2026.
  • UBS Group bought 827,698 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $83.2M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of UBS Group's portfolio in Q2 2026, its #245 holding.
  • UBS Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2020 and has held it in 22 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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