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

WealthCollab’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	$2.65M	Buy	26,328 +3,515	+15%	+$353K	0.96%	23
2026 Q1	$2.3M	Buy	22,813 +3,217	+16%	+$323K	0.95%	24
2025 Q4	$1.97M	Sell	19,596 -12,025	-38%	-$1.21M	0.8%	27
2025 Q3	$3.18M	Buy	31,621 +24,360	+335%	+$2.45M	1.46%	21
2025 Q2	$731K	Sell	7,261 -461	-6%	-$46.3K	0.41%	38
2025 Q1	$777K	Buy	7,722 +4,021	+109%	+$404K	0.48%	35
2024 Q4	$371K	Buy	3,701 +1,613	+77%	+$162K	0.24%	49
2024 Q3	$210K	Buy	2,088 +22	+1%	+$2.21K	0.14%	61
2024 Q2	$208K	Buy	2,066 +27	+1%	+$2.71K	0.15%	57
2024 Q1	$205K	Buy	2,039 +28	+1%	+$2.81K	0.15%	57
2023 Q4	$202K	Buy	+2,011	New	+$202K	0.16%	57

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

WealthCollab's SGOV Position: Q2 2026 in Review

WealthCollab increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q2 2026, buying an estimated $353K and bringing the position to 26,328 shares worth $2.65M. The position accounts for 0.96% of the portfolio, ranked #23.

WealthCollab first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.18M in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

WealthCollab held 26,328 shares of iShares 0-3 Month Treasury Bond ETF worth $2.65M as of Q2 2026.
WealthCollab bought 3,515 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $353K.
iShares 0-3 Month Treasury Bond ETF made up 0.96% of WealthCollab's portfolio in Q2 2026, its #23 holding.
WealthCollab first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
WealthCollab's iShares 0-3 Month Treasury Bond ETF position peaked at $3.18M in Q3 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.