World Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

World Investment 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	$4.38M	Sell	43,522 -295	-0.7%	-$29.7K	0.07%	291
2026 Q1	$4.41M	Buy	43,817 +17,694	+68%	+$1.78M	0.07%	292
2025 Q4	$2.62M	Sell	26,123 -734	-3%	-$73.8K	0.04%	406
2025 Q3	$2.7M	Sell	26,857 -11,463	-30%	-$1.15M	0.06%	345
2025 Q2	$3.86M	Buy	38,320 +13,616	+55%	+$1.37M	0.09%	253
2025 Q1	$2.49M	Sell	24,704 -90,064	-78%	-$9.05M	0.06%	315
2024 Q4	$11.5M	Buy	114,768 +97,464	+563%	+$9.79M	0.32%	62
2024 Q3	$1.74M	Sell	17,304 -7,905	-31%	-$795K	0.05%	321
2024 Q2	$2.54M	Buy	25,209 +15,643	+164%	+$1.57M	0.16%	138
2024 Q1	$963K	Buy	9,566 +4,982	+109%	+$501K	0.14%	142
2023 Q4	$460K	Sell	4,584 -4,411	-49%	-$443K	0.06%	236
2023 Q3	$906K	Buy	8,995 +68	+0.8%	+$6.83K	0.18%	97
2023 Q2	$898K	Buy	+8,927	New	+$896K	0.17%	94

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

World Investment Advisors's SGOV Position: Q2 2026 in Review

World Investment Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.67% in Q2 2026, selling an estimated $29.7K and leaving 43,522 shares worth $4.38M. The position accounts for 0.07% of the portfolio, ranked #291.

World Investment Advisors first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.5M in Q4 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

World Investment Advisors held 43,522 shares of iShares 0-3 Month Treasury Bond ETF worth $4.38M as of Q2 2026.
World Investment Advisors sold 295 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $29.7K.
iShares 0-3 Month Treasury Bond ETF made up 0.07% of World Investment Advisors's portfolio in Q2 2026, its #291 holding.
World Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
World Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $11.5M in Q4 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.