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Wellington-Altus USA’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wellington-Altus USA’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 		$251K Buy
2,492
+761
+44% +$76.5K 0.18% 100
2026
Q1 		$174K Buy
1,731
+690
+66% +$69.4K 0.1% 169
2025
Q4 		$104K Buy
+1,041
New +$105K 0.08% 200

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington-Altus USA's SGOV Position: Q2 2026 in Review

Wellington-Altus USA increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 44% in Q2 2026, buying an estimated $76.5K and bringing the position to 2,492 shares worth $251K. The position accounts for 0.18% of the portfolio, ranked #100.

Wellington-Altus USA first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 1,309 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Wellington-Altus USA held 2,492 shares of iShares 0-3 Month Treasury Bond ETF worth $251K as of Q2 2026.
  • Wellington-Altus USA bought 761 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $76.5K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.18% of Wellington-Altus USA's portfolio in Q2 2026, its #100 holding.
  • Wellington-Altus USA first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,309 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.