Ancora Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ancora Advisors’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	$2.42M	Buy	24,091 +23,874	+11,002%	+$2.4M	0.05%	264
2025 Q4	$21.8K	Hold	217	–	–	﹤0.01%	1520
2025 Q3	$21.9K	Sell	217 -3,361	-94%	-$338K	﹤0.01%	1215
2025 Q2	$360K	Buy	3,578 +2,708	+311%	+$272K	0.01%	602
2025 Q1	$87.6K	Sell	870 -520	-37%	-$52.3K	﹤0.01%	894
2024 Q4	$139K	Sell	1,390 -113	-8%	-$11.4K	﹤0.01%	791
2024 Q3	$151K	Sell	1,503 -1,936	-56%	-$195K	﹤0.01%	749
2024 Q2	$346K	Buy	3,439 +1,105	+47%	+$111K	0.01%	562
2024 Q1	$235K	Hold	2,334	–	–	0.01%	642
2023 Q4	$234K	Hold	2,334	–	–	0.01%	643
2023 Q3	$235K	Buy	+2,334	New	+$234K	0.01%	627
2023 Q2	–	Sell	-3	Closed	-$302	–	1898
2023 Q1	$302	Buy	+3	New	+$301	﹤0.01%	1790

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

Ancora Advisors's SGOV Position: Q1 2026 in Review

Ancora Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11,002% in Q1 2026, buying an estimated $2.4M and bringing the position to 24,091 shares worth $2.42M. The position accounts for 0.05% of the portfolio, ranked #264.

Ancora Advisors first reported a position in SGOV in Q1 2023 and has held it in 12 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Ancora Advisors held 24,091 shares of iShares 0-3 Month Treasury Bond ETF worth $2.42M as of Q1 2026.
Ancora Advisors bought 23,874 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $2.4M.
iShares 0-3 Month Treasury Bond ETF made up 0.05% of Ancora Advisors's portfolio in Q1 2026, its #264 holding.
Ancora Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.