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

Arkadios 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	$10.6M	Buy	105,789 +1,084	+1%	+$109K	0.17%	133
2025 Q4	$10.5M	Sell	104,705 -23,307	-18%	-$2.34M	0.2%	112
2025 Q3	$12.9M	Buy	128,012 +114,313	+834%	+$11.5M	0.31%	56
2025 Q2	$1.38M	Buy	13,699 +9,883	+259%	+$993K	0.04%	447
2025 Q1	$384K	Buy	3,816 +48	+1%	+$4.82K	0.01%	807
2024 Q4	$378K	Sell	3,768 -3,837	-50%	-$385K	0.02%	648
2024 Q3	$766K	Sell	7,605 -533	-7%	-$53.6K	0.04%	396
2024 Q2	$820K	Buy	8,138 +5,794	+247%	+$582K	0.06%	326
2024 Q1	$236K	Sell	2,344 -1,349	-37%	-$136K	0.02%	608
2023 Q4	$370K	Buy	+3,693	New	+$371K	0.03%	456

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

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

Arkadios Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1% in Q1 2026, buying an estimated $109K and bringing the position to 105,789 shares worth $10.6M. The position accounts for 0.17% of the portfolio, ranked #133.

Arkadios Wealth Advisors first reported a position in SGOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.9M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Arkadios Wealth Advisors held 105,789 shares of iShares 0-3 Month Treasury Bond ETF worth $10.6M as of Q1 2026.
Arkadios Wealth Advisors bought 1,084 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $109K.
iShares 0-3 Month Treasury Bond ETF made up 0.17% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #133 holding.
Arkadios Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Arkadios Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $12.9M 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 Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.