West Michigan Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

West Michigan Advisors’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	$7.11M	Buy	70,665 +21,486	+44%	+$2.16M	1.35%	9
2026 Q1	$4.95M	Buy	49,179 +1,342	+3%	+$135K	1.09%	14
2025 Q4	$4.8M	Buy	47,837 +19,047	+66%	+$1.91M	1.1%	15
2025 Q3	$2.9M	Sell	28,790 -136,995	-83%	-$13.8M	0.7%	31
2025 Q2	$16.7M	Buy	165,785 +110,767	+201%	+$11.1M	4.71%	2
2025 Q1	$5.54M	Buy	55,018 +52,356	+1,967%	+$5.26M	1.84%	10
2024 Q4	$267K	Buy	+2,662	New	+$267K	0.08%	182
2023 Q2	–	Sell	-3,084	Closed	-$310K	–	262
2023 Q1	$310K	Buy	3,084 +1,064	+53%	+$107K	0.18%	94
2022 Q4	$202K	Buy	+2,020	New	+$202K	0.15%	115

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

West Michigan Advisors's SGOV Position: Q2 2026 in Review

West Michigan Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 44% in Q2 2026, buying an estimated $2.16M and bringing the position to 70,665 shares worth $7.11M. The position accounts for 1.35% of the portfolio, ranked #9.

West Michigan Advisors first reported a position in SGOV in Q4 2022 and has held it in 9 quarters since. The position peaked at $16.7M in Q2 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

West Michigan Advisors held 70,665 shares of iShares 0-3 Month Treasury Bond ETF worth $7.11M as of Q2 2026.
West Michigan Advisors bought 21,486 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.16M.
iShares 0-3 Month Treasury Bond ETF made up 1.35% of West Michigan Advisors's portfolio in Q2 2026, its #9 holding.
West Michigan Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 9 quarters since.
West Michigan Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $16.7M in Q2 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.