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

Wealthfront Advisers’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	$118M	Buy	1,167,189 +174,648	+18%	+$17.6M	0.23%	49
2026 Q1	$99.9M	Buy	992,541 +116,781	+13%	+$11.7M	0.22%	50
2025 Q4	$87.9M	Buy	875,760 +374,062	+75%	+$37.6M	0.2%	54
2025 Q3	$50.5M	Buy	501,698 +27,267	+6%	+$2.74M	0.12%	66
2025 Q2	$47.8M	Buy	474,431 +202,620	+75%	+$20.4M	0.12%	61
2025 Q1	$27.4M	Buy	271,811 +117,157	+76%	+$11.8M	0.07%	84
2024 Q4	$15.5M	Buy	154,654 +79,559	+106%	+$7.99M	0.05%	122
2024 Q3	$7.56M	Buy	75,095 +3,267	+5%	+$328K	0.02%	220
2024 Q2	$7.23M	Buy	71,828 +35,877	+100%	+$3.61M	0.02%	202
2024 Q1	$3.62M	Buy	35,951 +11,622	+48%	+$1.17M	0.01%	350
2023 Q4	$2.44M	Buy	+24,329	New	+$2.44M	0.01%	413

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

Wealthfront Advisers's SGOV Position: Q2 2026 in Review

Wealthfront Advisers increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q2 2026, buying an estimated $17.6M and bringing the position to 1,167,189 shares worth $118M. The position accounts for 0.23% of the portfolio, ranked #49.

Wealthfront Advisers first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wealthfront Advisers held 1,167,189 shares of iShares 0-3 Month Treasury Bond ETF worth $118M as of Q2 2026.
Wealthfront Advisers bought 174,648 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $17.6M.
iShares 0-3 Month Treasury Bond ETF made up 0.23% of Wealthfront Advisers's portfolio in Q2 2026, its #49 holding.
Wealthfront Advisers first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.