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WESPAC Advisors SoCal’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

WESPAC Advisors SoCal’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 		– Sell
-29,805
Closed -$3M – 130
2026
Q1 		$3M Sell
29,805
-2,254
-7% -$227K 0.64% 45
2025
Q4 		$3.22M Buy
32,059
+2,254
+8% +$227K 0.65% 43
2025
Q3 		$3M Buy
+29,805
New +$3M 0.61% 47

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

WESPAC Advisors SoCal's SGOV Position: Q2 2026 in Review

WESPAC Advisors SoCal sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 29,805 shares — an estimated $3M sold.

WESPAC Advisors SoCal first reported a position in SGOV in Q3 2025 and held it in 3 quarters. The position peaked at $3.22M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • WESPAC Advisors SoCal reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 29,805 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3M.
  • WESPAC Advisors SoCal first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and held it in 3 quarters.
  • WESPAC Advisors SoCal's iShares 0-3 Month Treasury Bond ETF position peaked at $3.22M in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.