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

Advisor OS’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
Q1 		$479K Sell
4,763
-445
-9% -$44.7K 0.03% 309
2025
Q4 		$523K Buy
5,208
+2,313
+80% +$232K 0.04% 274
2025
Q3 		$291K Buy
+2,895
New +$291K 0.03% 372
2024
Q4 		– Sell
-7,305
Closed -$736K – 448
2024
Q3 		$736K Buy
7,305
+861
+13% +$86.6K 0.07% 202
2024
Q2 		$649K Buy
6,444
+1,786
+38% +$180K 0.07% 210
2024
Q1 		$469K Buy
+4,658
New +$468K 0.05% 245

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisor OS's SGOV Position: Q1 2026 in Review

Advisor OS reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8.5% in Q1 2026, selling an estimated $44.7K and leaving 4,763 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #309.

Advisor OS first reported a position in SGOV in Q1 2024 and has held it in 6 quarters since. The position peaked at $736K in Q3 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Advisor OS held 4,763 shares of iShares 0-3 Month Treasury Bond ETF worth $479K as of Q1 2026.
  • Advisor OS sold 445 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $44.7K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.03% of Advisor OS's portfolio in Q1 2026, its #309 holding.
  • Advisor OS first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • Advisor OS's iShares 0-3 Month Treasury Bond ETF position peaked at $736K in Q3 2024.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.