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

Wedbush Securities’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	$32.8M	Sell	325,527 -22,995	-7%	-$2.31M	0.85%	13
2026 Q1	$35.1M	Buy	348,522 +33,926	+11%	+$3.41M	1.02%	11
2025 Q4	$31.6M	Buy	314,596 +11,852	+4%	+$1.19M	0.92%	13
2025 Q3	$30.5M	Buy	302,744 +29,049	+11%	+$2.92M	1%	13
2025 Q2	$27.6M	Buy	273,695 +41,094	+18%	+$4.13M	0.96%	12
2025 Q1	$23.4M	Buy	232,601 +34,963	+18%	+$3.51M	0.86%	13
2024 Q4	$19.8M	Buy	197,638 +15,506	+9%	+$1.56M	0.71%	17
2024 Q3	$18.3M	Buy	182,132 +34,469	+23%	+$3.47M	0.68%	16
2024 Q2	$14.9M	Sell	147,663 -15,881	-10%	-$1.6M	0.53%	21
2024 Q1	$16.5M	Sell	163,544 -242,684	-60%	-$24.4M	0.61%	20
2023 Q4	$40.7M	Sell	406,228 -343,070	-46%	-$34.5M	1.8%	6
2023 Q3	$75.4M	Buy	749,298 +629,898	+528%	+$63.3M	3.75%	3
2023 Q2	$12M	Buy	119,400 +31,015	+35%	+$3.11M	0.57%	22
2023 Q1	$8.89M	Buy	88,385 +39,276	+80%	+$3.94M	0.44%	29
2022 Q4	$4.92M	Sell	49,109 -2,596	-5%	-$260K	0.27%	64
2022 Q3	$5.18M	Buy	51,705 +7,142	+16%	+$715K	0.29%	56
2022 Q2	$4.46M	Buy	44,563 +582	+1%	+$58.2K	0.24%	61
2022 Q1	$4.4M	Buy	+43,981	New	+$4.4M	0.2%	77

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

Wedbush Securities's SGOV Position: Q2 2026 in Review

Wedbush Securities reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.6% in Q2 2026, selling an estimated $2.31M and leaving 325,527 shares worth $32.8M. The position accounts for 0.85% of the portfolio, ranked #13.

Wedbush Securities first reported a position in SGOV in Q1 2022 and has held it in 18 quarters since. The position peaked at $75.4M in Q3 2023. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wedbush Securities held 325,527 shares of iShares 0-3 Month Treasury Bond ETF worth $32.8M as of Q2 2026.
Wedbush Securities sold 22,995 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.31M.
iShares 0-3 Month Treasury Bond ETF made up 0.85% of Wedbush Securities's portfolio in Q2 2026, its #13 holding.
Wedbush Securities first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
Wedbush Securities's iShares 0-3 Month Treasury Bond ETF position peaked at $75.4M in Q3 2023.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.