Wealth Advisors of Iowa’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wealth Advisors of Iowa’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	$19.6M	Sell	194,962 -177,433	-48%	-$17.8M	5.32%	6
2026 Q1	$37.5M	Buy	372,395 +356,355	+2,222%	+$35.8M	11.6%	1
2025 Q4	$1.61M	Buy	16,040 +5,949	+59%	+$598K	0.53%	32
2025 Q3	$1.02M	Buy	+10,091	New	+$1.01M	0.35%	34

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

Wealth Advisors of Iowa's SGOV Position: Q2 2026 in Review

Wealth Advisors of Iowa reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 48% in Q2 2026, selling an estimated $17.8M and leaving 194,962 shares worth $19.6M. The position accounts for 5.32% of the portfolio, ranked #6.

Wealth Advisors of Iowa first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $37.5M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wealth Advisors of Iowa held 194,962 shares of iShares 0-3 Month Treasury Bond ETF worth $19.6M as of Q2 2026.
Wealth Advisors of Iowa sold 177,433 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $17.8M.
iShares 0-3 Month Treasury Bond ETF made up 5.32% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #6 holding.
Wealth Advisors of Iowa first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
Wealth Advisors of Iowa's iShares 0-3 Month Treasury Bond ETF position peaked at $37.5M 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 Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.