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Westbourne Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Westbourne Investments’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 		$216K Sell
2,150
-150
-7% -$15.1K 0.09% 139
2026
Q1 		$232K Buy
2,300
+50
+2% +$5.03K 0.11% 128
2025
Q4 		$226K Sell
2,250
-650
-22% -$65.3K 0.11% 129
2025
Q3 		$292K Buy
+2,900
New +$292K 0.14% 102

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

Westbourne Investments's SGOV Position: Q2 2026 in Review

Westbourne Investments reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.5% in Q2 2026, selling an estimated $15.1K and leaving 2,150 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #139.

Westbourne Investments first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $292K in Q3 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Westbourne Investments held 2,150 shares of iShares 0-3 Month Treasury Bond ETF worth $216K as of Q2 2026.
  • Westbourne Investments sold 150 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $15.1K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.09% of Westbourne Investments's portfolio in Q2 2026, its #139 holding.
  • Westbourne Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Westbourne Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $292K in Q3 2025.
  • 1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.