Ausdal Financial Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ausdal Financial Partners’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	$13.5M	Buy	134,184 +112,871	+530%	+$11.3M	0.6%	29
2025 Q4	$2.14M	Buy	21,313 +3,180	+18%	+$320K	0.1%	213
2025 Q3	$1.83M	Buy	18,133 +2,630	+17%	+$264K	0.09%	233
2025 Q2	$1.56M	Sell	15,503 -540	-3%	-$54.3K	0.1%	194
2025 Q1	$1.62M	Buy	16,043 +10,252	+177%	+$1.03M	0.12%	170
2024 Q4	$581K	Buy	5,791 +2,798	+93%	+$281K	0.05%	322
2024 Q3	$301K	Sell	2,993 -75	-2%	-$7.54K	0.03%	413
2024 Q2	$309K	Buy	+3,068	New	+$308K	0.03%	384
2023 Q3	–	Sell	-2,000	Closed	-$201K	–	459
2023 Q2	$201K	Sell	2,000 -204	-9%	-$20.5K	0.03%	403
2023 Q1	$222K	Buy	+2,204	New	+$221K	0.03%	403
2022 Q4	–	Sell	-15,974	Closed	-$1.6M	–	476
2022 Q3	$1.6M	Sell	15,974 -645	-4%	-$64.6K	0.25%	97
2022 Q2	$1.66M	Buy	+16,619	New	+$1.66M	0.25%	116

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

Ausdal Financial Partners's SGOV Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 530% in Q1 2026, buying an estimated $11.3M and bringing the position to 134,184 shares worth $13.5M. The position accounts for 0.6% of the portfolio, ranked #29.

Ausdal Financial Partners first reported a position in SGOV in Q2 2022 and has held it in 12 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Ausdal Financial Partners held 134,184 shares of iShares 0-3 Month Treasury Bond ETF worth $13.5M as of Q1 2026.
Ausdal Financial Partners bought 112,871 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $11.3M.
iShares 0-3 Month Treasury Bond ETF made up 0.6% of Ausdal Financial Partners's portfolio in Q1 2026, its #29 holding.
Ausdal Financial Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 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 Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.