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

Arete Wealth 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	$2.83M	Buy	28,066 +4,096	+17%	+$412K	0.21%	120
2025 Q4	$2.41M	Buy	23,970 +4,246	+22%	+$427K	0.15%	145
2025 Q3	$1.99M	Buy	19,724 +1,908	+11%	+$192K	0.12%	166
2025 Q2	$1.79M	Sell	17,816 -18,599	-51%	-$1.87M	0.13%	167
2025 Q1	$3.67M	Buy	36,415 +23,745	+187%	+$2.39M	0.28%	80
2024 Q4	$1.27M	Sell	12,670 -14,146	-53%	-$1.42M	0.09%	215
2024 Q3	$2.7M	Buy	26,816 +132	+0.5%	+$13.3K	0.23%	94
2024 Q2	$2.69M	Sell	26,684 -1,764	-6%	-$177K	0.22%	96
2024 Q1	$2.86M	Buy	28,448 +18,575	+188%	+$1.87M	0.26%	87
2023 Q4	$990K	Buy	+9,873	New	+$991K	0.08%	256
2023 Q2	–	Sell	-3,478	Closed	-$350K	–	740
2023 Q1	$350K	Buy	+3,478	New	+$349K	0.03%	430

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

Arete Wealth Advisors's SGOV Position: Q1 2026 in Review

Arete Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q1 2026, buying an estimated $412K and bringing the position to 28,066 shares worth $2.83M. The position accounts for 0.21% of the portfolio, ranked #120.

Arete Wealth Advisors first reported a position in SGOV in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.67M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Arete Wealth Advisors held 28,066 shares of iShares 0-3 Month Treasury Bond ETF worth $2.83M as of Q1 2026.
Arete Wealth Advisors bought 4,096 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $412K.
iShares 0-3 Month Treasury Bond ETF made up 0.21% of Arete Wealth Advisors's portfolio in Q1 2026, its #120 holding.
Arete Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
Arete Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $3.67M in Q1 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.