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AE Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

AE Wealth Management’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 		$97.4M Buy
967,416
+328,427
+51% +$33M 0.53% 42
2025
Q4 		$64.1M Buy
638,989
+135,684
+27% +$13.6M 0.37% 67
2025
Q3 		$50.7M Buy
503,305
+421,252
+513% +$42.4M 0.32% 81
2025
Q2 		$8.26M Sell
82,053
-10,498
-11% -$1.06M 0.06% 284
2025
Q1 		$9.32M Sell
92,551
-13,558
-13% -$1.36M 0.08% 247
2024
Q4 		$10.6M Sell
106,109
-445,572
-81% -$44.8M 0.09% 235
2024
Q3 		$55.6M Buy
551,681
+45,764
+9% +$4.6M 0.5% 43
2024
Q2 		$51M Buy
505,917
+57,364
+13% +$5.77M 0.51% 40
2024
Q1 		$45.2M Sell
448,553
-816,922
-65% -$82.1M 0.51% 39
2023
Q4 		$127M Sell
1,265,475
-603,047
-32% -$60.6M 0.65% 20
2023
Q3 		$188M Buy
1,868,522
+145,476
+8% +$14.6M 1.12% 9
2023
Q2 		$173M Buy
1,723,046
+1,213,383
+238% +$122M 1.04% 10
2023
Q1 		$51.3M Buy
509,663
+455,850
+847% +$45.7M 0.33% 51
2022
Q4 		$5.39M Buy
53,813
+17,264
+47% +$1.73M 0.04% 460
2022
Q3 		$3.67M Buy
36,549
+34,373
+1,580% +$3.44M 0.03% 501
2022
Q2 		$218K Buy
+2,176
New +$218K ﹤0.01% 1568

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

AE Wealth Management's SGOV Position: Q1 2026 in Review

AE Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 51% in Q1 2026, buying an estimated $33M and bringing the position to 967,416 shares worth $97.4M. The position accounts for 0.53% of the portfolio, ranked #42.

AE Wealth Management first reported a position in SGOV in Q2 2022 and has held it in 16 quarters since. The position peaked at $188M in Q3 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • AE Wealth Management held 967,416 shares of iShares 0-3 Month Treasury Bond ETF worth $97.4M as of Q1 2026.
  • AE Wealth Management bought 328,427 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $33M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.53% of AE Wealth Management's portfolio in Q1 2026, its #42 holding.
  • AE Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • AE Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $188M in Q3 2023.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.