Wells Fargo’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wells Fargo’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	$248M	Sell	2,459,867 -159,156	-6%	-$16M	0.04%	362
2026 Q1	$264M	Buy	2,619,023 +759,593	+41%	+$76.4M	0.05%	316
2025 Q4	$187M	Buy	1,859,430 +427,385	+30%	+$43M	0.03%	395
2025 Q3	$144M	Buy	1,432,045 +55,834	+4%	+$5.61M	0.03%	467
2025 Q2	$139M	Buy	1,376,211 +688,221	+100%	+$69.2M	0.03%	449
2025 Q1	$69.3M	Buy	687,990 +173,162	+34%	+$17.4M	0.02%	672
2024 Q4	$51.6M	Buy	514,828 +287,796	+127%	+$28.9M	0.01%	796
2024 Q3	$22.9M	Sell	227,032 -45,407	-17%	-$4.56M	0.01%	1218
2024 Q2	$27.4M	Sell	272,439 -348,272	-56%	-$35M	0.01%	1055
2024 Q1	$62.5M	Buy	620,711 +152,595	+33%	+$15.3M	0.02%	676
2023 Q4	$46.9M	Sell	468,116 -17,144	-4%	-$1.72M	0.01%	763
2023 Q3	$48.9M	Buy	485,260 +482,481	+17,362%	+$48.5M	0.01%	687
2023 Q2	$280K	Sell	2,779 -641	-19%	-$64.4K	﹤0.01%	4365
2023 Q1	$344K	Buy	3,420 +2,283	+201%	+$229K	﹤0.01%	4092
2022 Q4	$114K	Buy	1,137 +873	+331%	+$87.5K	﹤0.01%	4474
2022 Q3	$27K	Sell	264 -101	-28%	-$10.1K	﹤0.01%	5257
2022 Q2	$37K	Buy	365 +70	+24%	+$7K	﹤0.01%	5166
2022 Q1	$30K	Buy	+295	New	+$29.5K	﹤0.01%	5868

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

Wells Fargo's SGOV Position: Q2 2026 in Review

Wells Fargo reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.1% in Q2 2026, selling an estimated $16M and leaving 2,459,867 shares worth $248M. The position accounts for 0.04% of the portfolio, ranked #362.

Wells Fargo first reported a position in SGOV in Q1 2022 and has held it in 18 quarters since. The position peaked at $264M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wells Fargo held 2,459,867 shares of iShares 0-3 Month Treasury Bond ETF worth $248M as of Q2 2026.
Wells Fargo sold 159,156 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $16M.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Wells Fargo's portfolio in Q2 2026, its #362 holding.
Wells Fargo first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
Wells Fargo's iShares 0-3 Month Treasury Bond ETF position peaked at $264M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.