Morrissey Wealth Management, LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Morrissey Wealth Management, LLC’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	$8.16M	Buy	+81,236	New	+$8.17M	5.13%	11

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

Morrissey Wealth Management, LLC's SGOV Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 81,236 shares worth $8.16M. The stake represents 5.13% of the portfolio and ranks #11 among its holdings.

1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Morrissey Wealth Management, LLC held 81,236 shares of iShares 0-3 Month Treasury Bond ETF worth $8.16M as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Morrissey Wealth Management, LLC position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 5.13% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #11 holding.
1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.