William Blair & Company’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

William Blair & Company’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	$894K	Sell	8,882 -94,968	-91%	-$9.55M	﹤0.01%	1021
2026 Q1	$10.5M	Buy	103,850 +102,470	+7,425%	+$10.3M	0.03%	342
2025 Q4	$139K	Buy	1,380 +1,299	+1,604%	+$131K	﹤0.01%	1523
2025 Q3	$8.17K	Buy	81 +1	+1%	+$101	﹤0.01%	1775
2025 Q2	$8.08K	Buy	80 +1	+1%	+$101	﹤0.01%	1745
2025 Q1	$8K	Sell	79 -169	-68%	-$17K	﹤0.01%	1728
2024 Q4	$24.9K	Sell	248 -63	-20%	-$6.33K	﹤0.01%	1672
2024 Q3	$31.3K	Buy	311 +154	+98%	+$15.5K	﹤0.01%	1675
2024 Q2	$15.8K	Buy	157 +65	+71%	+$6.53K	﹤0.01%	1710
2024 Q1	$9.23K	Buy	92 +1	+1%	+$101	﹤0.01%	1724
2023 Q4	$9.12K	Buy	+91	New	+$9.14K	﹤0.01%	1710

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

William Blair & Company's SGOV Position: Q2 2026 in Review

William Blair & Company reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 91% in Q2 2026, selling an estimated $9.55M and leaving 8,882 shares worth $894K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

William Blair & Company first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5M in Q1 2026. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

William Blair & Company held 8,882 shares of iShares 0-3 Month Treasury Bond ETF worth $894K as of Q2 2026.
William Blair & Company sold 94,968 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $9.55M.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1021 holding.
William Blair & Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
William Blair & Company's iShares 0-3 Month Treasury Bond ETF position peaked at $10.5M in Q1 2026.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.