Wulff, Hansen & Co’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wulff, Hansen & Co’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	$236K	Buy	2,342 +342	+17%	+$34.4K	0.18%	102
2026 Q1	$201K	Hold	2,000	–	–	0.21%	97
2025 Q4	$201K	Hold	2,000	–	–	0.17%	101
2025 Q3	$201K	Hold	2,000	–	–	0.17%	100
2025 Q2	$201K	Buy	+2,000	New	+$201K	0.17%	99

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

Wulff, Hansen & Co's SGOV Position: Q2 2026 in Review

Wulff, Hansen & Co increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q2 2026, buying an estimated $34.4K and bringing the position to 2,342 shares worth $236K. The position accounts for 0.18% of the portfolio, ranked #102.

Wulff, Hansen & Co first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. 1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wulff, Hansen & Co held 2,342 shares of iShares 0-3 Month Treasury Bond ETF worth $236K as of Q2 2026.
Wulff, Hansen & Co bought 342 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $34.4K.
iShares 0-3 Month Treasury Bond ETF made up 0.18% of Wulff, Hansen & Co's portfolio in Q2 2026, its #102 holding.
Wulff, Hansen & Co first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wulff, Hansen & Co's 13F filing for Q2 2026, filed 5 Aug 2026.