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SGOVSGOV
17 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES 0-3 MONTH TREASURY B

AE Wealth Management LLC holds 1.2M shares of SGOV (ISHARES 0-3 MONTH TREASURY B), worth $122.1M as of 2026-Q2. The position was increased (+25.3% shares). SGOV represents 0.6% of AE Wealth Management LLC's portfolio.

Current Value

$122.1M

Current Shares

1.2M

Total Value Change

+$121.8M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+25.3%
$122.1M0.6%$100.07
52
2026-Q1
Increased
967,416
+51.4%
$97.4M0.5%$99.18
59
2025-Q4
Increased
638,989
+27.0%
$64.1M0.4%$98.33
44
2025-Q3
Increased
503,305
+513.4%
$50.7M0.3%$97.35
57
2025-Q2
Decreased
82,053
-11.3%
$8.3M0.1%$96.31
0
2025-Q1
Decreased
92,551
-12.8%
$9.3M0.1%$95.30
0
2024-Q4
Decreased
106,109
-80.8%
$10.6M0.1%$94.33
0
2024-Q3
Increased
551,681
+9.1%
$55.6M0.5%$93.21
45
2024-Q2
Increased
505,917
+12.8%
$51M0.5%$91.97
47
2024-Q1
Decreased
448,553
-64.5%
$45.2M0.5%$90.78
0
2023-Q4
Decreased
1.3M
-32.3%
$127.4M0.7%$89.60
0
2023-Q3
Increased
1.9M
+8.4%
$188.1M1.1%$88.42
52
2023-Q2
Increased
1.7M
+238.1%
$173.4M1.0%$87.25
77
2023-Q1
Increased
509,663
+847.1%
$51.3M0.3%$86.19
57
2022-Q4
Increased
53,813
+47.2%
$5.4M0.0%$85.24
37
2022-Q3
Increased
36,549
+1579.6%
$3.7M0.0%$84.49
43
2022-Q2
New
2,176
-
$218,0000.0%$84.07
32

Other major holders of SGOV: BANK OF AMERICA CORP /DE/, LPL Financial LLC

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