Wealthspire Advisors (New York)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wealthspire Advisors (New York)’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	$224M	Buy	2,224,301 +2,209,289	+14,717%	+$222M	1.23%	19
2026 Q1	$1.51M	Buy	15,012 +5,850	+64%	+$588K	0.01%	331
2025 Q4	$920K	Sell	9,162 -41	-0.4%	-$4.12K	0.01%	450
2025 Q3	$927K	Buy	9,203 +5,939	+182%	+$597K	﹤0.01%	406
2025 Q2	$329K	Buy	3,264 +720	+28%	+$72.4K	﹤0.01%	643
2025 Q1	$256K	Buy	+2,544	New	+$256K	﹤0.01%	682

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

Wealthspire Advisors (New York)'s SGOV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14,717% in Q2 2026, buying an estimated $222M and bringing the position to 2,224,301 shares worth $224M. The position accounts for 1.23% of the portfolio, ranked #19.

Wealthspire Advisors (New York) first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 1,311 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wealthspire Advisors (New York) held 2,224,301 shares of iShares 0-3 Month Treasury Bond ETF worth $224M as of Q2 2026.
Wealthspire Advisors (New York) bought 2,209,289 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $222M.
iShares 0-3 Month Treasury Bond ETF made up 1.23% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #19 holding.
Wealthspire Advisors (New York) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,311 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.