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

United Advisor 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	$3.4M	Buy	33,799 +16,016	+90%	+$1.61M	0.36%	71
2026 Q1	$1.79M	Sell	17,783 -2,473	-12%	-$249K	0.22%	117
2025 Q4	$2.03M	Buy	20,256 +3,537	+21%	+$355K	0.25%	100
2025 Q3	$1.68M	Sell	16,719 -2,278	-12%	-$229K	0.23%	104
2025 Q2	$1.91M	Sell	18,997 -7,498	-28%	-$754K	0.33%	79
2025 Q1	$2.67M	Buy	26,495 +12,735	+93%	+$1.28M	0.55%	44
2024 Q4	$1.38M	Buy	13,760 +6,721	+95%	+$675K	0.27%	88
2024 Q3	$709K	Buy	7,039 +4,570	+185%	+$459K	0.16%	137
2024 Q2	$249K	Sell	2,469 -759	-24%	-$76.3K	0.08%	229
2024 Q1	$325K	Buy	+3,228	New	+$324K	0.12%	153

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

United Advisor Group's SGOV Position: Q2 2026 in Review

United Advisor Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 90% in Q2 2026, buying an estimated $1.61M and bringing the position to 33,799 shares worth $3.4M. The position accounts for 0.36% of the portfolio, ranked #71.

United Advisor Group first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. 1,306 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

United Advisor Group held 33,799 shares of iShares 0-3 Month Treasury Bond ETF worth $3.4M as of Q2 2026.
United Advisor Group bought 16,016 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.61M.
iShares 0-3 Month Treasury Bond ETF made up 0.36% of United Advisor Group's portfolio in Q2 2026, its #71 holding.
United Advisor Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
1,306 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.