Allworth Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Allworth Financial’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	$19.8M	Buy	197,026 +2,520	+1%	+$253K	0.08%	151
2025 Q4	$19.5M	Sell	194,506 -20,995	-10%	-$2.11M	0.08%	145
2025 Q3	$21.7M	Sell	215,501 -20,558	-9%	-$2.07M	0.1%	121
2025 Q2	$23.8M	Sell	236,059 -208	-0.1%	-$20.9K	0.11%	112
2025 Q1	$23.8M	Buy	236,267 +6,953	+3%	+$699K	0.13%	92
2024 Q4	$23.1M	Buy	229,314 +17,858	+8%	+$1.79M	0.13%	95
2024 Q3	$21.3M	Sell	211,456 -16,430	-7%	-$1.65M	0.13%	87
2024 Q2	$22.9M	Sell	227,886 -21,391	-9%	-$2.15M	0.15%	77
2024 Q1	$25.1M	Sell	249,277 -99,430	-29%	-$9.99M	0.18%	58
2023 Q4	$35M	Buy	348,707 +250,376	+255%	+$25.1M	0.27%	43
2023 Q3	$9.9M	Buy	98,331 +16,856	+21%	+$1.69M	0.08%	104
2023 Q2	$8.2M	Buy	81,475 +3,703	+5%	+$372K	0.07%	113
2023 Q1	$7.82M	Buy	77,772 +1,029	+1%	+$103K	0.08%	120
2022 Q4	$7.69M	Buy	76,743 +59,596	+348%	+$5.97M	0.09%	111
2022 Q3	$1.72M	Buy	17,147 +5,511	+47%	+$552K	0.02%	240
2022 Q2	$1.17M	Buy	11,636 +11,601	+33,146%	+$1.16M	0.02%	286
2022 Q1	$4K	Buy	+35	New	+$3.5K	﹤0.01%	1683

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allworth Financial's SGOV Position: Q1 2026 in Review

Allworth Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.3% in Q1 2026, buying an estimated $253K and bringing the position to 197,026 shares worth $19.8M. The position accounts for 0.08% of the portfolio, ranked #151.

Allworth Financial first reported a position in SGOV in Q1 2022 and has held it in 17 quarters since. The position peaked at $35M in Q4 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Allworth Financial held 197,026 shares of iShares 0-3 Month Treasury Bond ETF worth $19.8M as of Q1 2026.
Allworth Financial bought 2,520 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $253K.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of Allworth Financial's portfolio in Q1 2026, its #151 holding.
Allworth Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
Allworth Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $35M in Q4 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.