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

Wall Capital 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	$2.38M	Buy	23,632 +3,191	+16%	+$321K	1.95%	8
2026 Q1	$2.06M	Buy	20,441 +9,021	+79%	+$907K	2.2%	8
2025 Q4	$1.15M	Buy	+11,420	New	+$1.15M	1.09%	17
2023 Q4	$2.42M	Buy	24,099 +325	+1%	+$32.6K	2.74%	14
2023 Q3	$2.39M	Sell	23,774 -663	-3%	-$66.6K	3.39%	12
2023 Q2	$2.45M	Sell	24,437 -3,524	-13%	-$354K	2.64%	12
2023 Q1	$2.81M	Sell	27,961 -182,899	-87%	-$18.3M	3.41%	10
2022 Q4	$21.1M	Buy	210,860 +202,514	+2,426%	+$20.3M	29.18%	1
2022 Q3	$836K	Buy	+8,346	New	+$836K	0.79%	13

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

Wall Capital Group's SGOV Position: Q2 2026 in Review

Wall Capital Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 16% in Q2 2026, buying an estimated $321K and bringing the position to 23,632 shares worth $2.38M. The position accounts for 1.95% of the portfolio, ranked #8.

Wall Capital Group first reported a position in SGOV in Q3 2022 and has held it in 9 quarters since. The position peaked at $21.1M in Q4 2022. 1,298 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wall Capital Group held 23,632 shares of iShares 0-3 Month Treasury Bond ETF worth $2.38M as of Q2 2026.
Wall Capital Group bought 3,191 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $321K.
iShares 0-3 Month Treasury Bond ETF made up 1.95% of Wall Capital Group's portfolio in Q2 2026, its #8 holding.
Wall Capital Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 9 quarters since.
Wall Capital Group's iShares 0-3 Month Treasury Bond ETF position peaked at $21.1M in Q4 2022.
1,298 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wall Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.