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

Altiora Financial Group’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	$20M	Sell	199,156 -19,411	-9%	-$1.95M	3.3%	6
2025 Q4	$21.9M	Sell	218,567 -96,212	-31%	-$9.67M	3.78%	7
2025 Q3	$31.7M	Buy	314,779 +2,539	+0.8%	+$255K	5.8%	4
2025 Q2	$31.4M	Buy	312,240 +96,794	+45%	+$9.73M	6.14%	4
2025 Q1	$21.7M	Buy	215,446 +71,883	+50%	+$7.22M	4.61%	5
2024 Q4	$14.4M	Buy	143,563 +27,523	+24%	+$2.76M	3.13%	7
2024 Q3	$11.7M	Sell	116,040 -28,587	-20%	-$2.87M	2.58%	9
2024 Q2	$14.6M	Buy	144,627 +33,559	+30%	+$3.37M	3.5%	8
2024 Q1	$11.2M	Buy	111,068 +51,910	+88%	+$5.22M	3.04%	8
2023 Q4	$5.93M	Buy	59,158 +40,951	+225%	+$4.11M	1.72%	15
2023 Q3	$1.83M	Buy	18,207 +9,179	+102%	+$922K	0.85%	20
2023 Q2	$908K	Buy	9,028 +978	+12%	+$98.2K	0.4%	29
2023 Q1	$810K	Buy	+8,050	New	+$808K	0.37%	28

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 $8.4B AUM 51.89% 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

Altiora Financial Group's SGOV Position: Q1 2026 in Review

Altiora Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8.9% in Q1 2026, selling an estimated $1.95M and leaving 199,156 shares worth $20M. The position accounts for 3.3% of the portfolio, ranked #6.

Altiora Financial Group first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $31.7M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Altiora Financial Group held 199,156 shares of iShares 0-3 Month Treasury Bond ETF worth $20M as of Q1 2026.
Altiora Financial Group sold 19,411 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.95M.
iShares 0-3 Month Treasury Bond ETF made up 3.3% of Altiora Financial Group's portfolio in Q1 2026, its #6 holding.
Altiora Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Altiora Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $31.7M in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.