AWM
SGOV icon

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

Angeles 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 		$580K Sell
5,762
-9,636
-63% -$969K 0.03% 210
2025
Q4 		$1.55M Sell
15,398
-819
-5% -$82.3K 0.09% 89
2025
Q3 		$1.63M Buy
16,217
+11,443
+240% +$1.15M 0.1% 79
2025
Q2 		$481K Buy
+4,774
New +$480K 0.03% 184
2025
Q1 		– Sell
-13,667
Closed -$1.37M – 384
2024
Q4 		$1.37M Buy
+13,667
New +$1.37M 0.11% 66

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

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

Angeles Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 63% in Q1 2026, selling an estimated $969K and leaving 5,762 shares worth $580K. The position accounts for 0.03% of the portfolio, ranked #210.

Angeles Wealth Management first reported a position in SGOV in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.63M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Angeles Wealth Management held 5,762 shares of iShares 0-3 Month Treasury Bond ETF worth $580K as of Q1 2026.
  • Angeles Wealth Management sold 9,636 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $969K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #210 holding.
  • Angeles Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Angeles Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.63M 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 Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.