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

WorthPointe’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	$836K	Buy	8,306 +1,566	+23%	+$157K	0.21%	61
2026 Q1	$678K	Buy	+6,740	New	+$678K	0.18%	63
2025 Q4	–	Sell	-13,160	Closed	-$1.33M	–	136
2025 Q3	$1.33M	Buy	+13,160	New	+$1.32M	0.5%	30
2025 Q1	–	Sell	-6,763	Closed	-$678K	–	98
2024 Q4	$678K	Buy	+6,763	New	+$679K	0.28%	40
2023 Q1	–	Sell	-2,079	Closed	-$208K	–	59
2022 Q4	$208K	Buy	+2,079	New	+$208K	0.14%	49
2022 Q3	–	Sell	-4,384	Closed	-$439K	–	44
2022 Q2	$439K	Buy	+4,384	New	+$439K	0.37%	27

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

WorthPointe's SGOV Position: Q2 2026 in Review

WorthPointe increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q2 2026, buying an estimated $157K and bringing the position to 8,306 shares worth $836K. The position accounts for 0.21% of the portfolio, ranked #61.

WorthPointe first reported a position in SGOV in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.33M in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

WorthPointe held 8,306 shares of iShares 0-3 Month Treasury Bond ETF worth $836K as of Q2 2026.
WorthPointe bought 1,566 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $157K.
iShares 0-3 Month Treasury Bond ETF made up 0.21% of WorthPointe's portfolio in Q2 2026, its #61 holding.
WorthPointe first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 6 quarters since.
WorthPointe's iShares 0-3 Month Treasury Bond ETF position peaked at $1.33M in Q3 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.