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

Alaethes Wealth’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 		$453K Sell
4,500
-800
-15% -$80.4K 0.13% 95
2025
Q4 		$532K Sell
5,300
-100
-2% -$10.1K 0.15% 91
2025
Q3 		$544K Buy
5,400
+1,000
+23% +$101K 0.15% 86
2025
Q2 		$443K Buy
+4,400
New +$442K 0.13% 87

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

Alaethes Wealth's SGOV Position: Q1 2026 in Review

Alaethes Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q1 2026, selling an estimated $80.4K and leaving 4,500 shares worth $453K. The position accounts for 0.13% of the portfolio, ranked #95.

Alaethes Wealth first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. The position peaked at $544K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Alaethes Wealth held 4,500 shares of iShares 0-3 Month Treasury Bond ETF worth $453K as of Q1 2026.
  • Alaethes Wealth sold 800 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $80.4K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.13% of Alaethes Wealth's portfolio in Q1 2026, its #95 holding.
  • Alaethes Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Alaethes Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $544K in Q3 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.