Wealth Architects’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wealth Architects’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	$1.47M	Sell	14,575 -5,920	-29%	-$595K	0.12%	86
2026 Q1	$2.06M	Sell	20,495 -1,475	-7%	-$148K	0.18%	64
2025 Q4	$2.21M	Buy	+21,970	New	+$2.21M	0.2%	61
2025 Q2	–	Sell	-5,883	Closed	-$592K	–	237
2025 Q1	$592K	Hold	5,883	–	–	0.07%	124
2024 Q4	$590K	Buy	+5,883	New	+$591K	0.07%	110

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 Architects's SGOV Position: Q2 2026 in Review

Wealth Architects reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 29% in Q2 2026, selling an estimated $595K and leaving 14,575 shares worth $1.47M. The position accounts for 0.12% of the portfolio, ranked #86.

Wealth Architects first reported a position in SGOV in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.21M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wealth Architects held 14,575 shares of iShares 0-3 Month Treasury Bond ETF worth $1.47M as of Q2 2026.
Wealth Architects sold 5,920 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $595K.
iShares 0-3 Month Treasury Bond ETF made up 0.12% of Wealth Architects's portfolio in Q2 2026, its #86 holding.
Wealth Architects first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
Wealth Architects's iShares 0-3 Month Treasury Bond ETF position peaked at $2.21M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.