VestGen Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

VestGen Advisors’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	$26.7M	Sell	264,848 -72,682	-22%	-$7.31M	0.78%	21
2026 Q1	$33.9M	Buy	337,530 +84,273	+33%	+$8.47M	0.9%	18
2025 Q4	$25.4M	Buy	253,257 +142,548	+129%	+$14.3M	1.08%	17
2025 Q3	$11.1M	Sell	110,709 -4,017	-4%	-$404K	0.37%	56
2025 Q2	$11.6M	Buy	114,726 +47,730	+71%	+$4.8M	0.46%	48
2025 Q1	$6.74M	Buy	+66,996	New	+$6.73M	0.31%	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

VestGen Advisors's SGOV Position: Q2 2026 in Review

VestGen Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 22% in Q2 2026, selling an estimated $7.31M and leaving 264,848 shares worth $26.7M. The position accounts for 0.78% of the portfolio, ranked #21.

VestGen Advisors first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $33.9M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

VestGen Advisors held 264,848 shares of iShares 0-3 Month Treasury Bond ETF worth $26.7M as of Q2 2026.
VestGen Advisors sold 72,682 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.31M.
iShares 0-3 Month Treasury Bond ETF made up 0.78% of VestGen Advisors's portfolio in Q2 2026, its #21 holding.
VestGen Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $33.9M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.