Wealthfront Advisers
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return