Avidian Wealth Enterprises’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Avidian Wealth Enterprises’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	$4.61M	Buy	45,777 +10,385	+29%	+$1.04M	0.15%	104
2025 Q4	$3.55M	Buy	35,392 +12,435	+54%	+$1.25M	0.13%	99
2025 Q3	$2.31M	Sell	22,957 -361	-2%	-$36.3K	0.09%	123
2025 Q2	$2.35M	Sell	23,318 -5,089	-18%	-$512K	0.1%	108
2025 Q1	$2.86M	Buy	28,407 +4,615	+19%	+$464K	0.13%	99
2024 Q4	$2.39M	Buy	23,792 +4,110	+21%	+$413K	0.11%	108
2024 Q3	$1.98M	Buy	19,682 +13,102	+199%	+$1.32M	0.09%	117
2024 Q2	$663K	Buy	6,580 +4	+0.1%	+$402	0.03%	244
2024 Q1	$662K	Hold	6,576	–	–	0.03%	220
2023 Q4	$659K	Hold	6,576	–	–	0.04%	216
2023 Q3	$662K	Hold	6,576	–	–	0.05%	210
2023 Q2	$662K	Sell	6,576 -1,249	-16%	-$125K	0.04%	231
2023 Q1	$787K	Hold	7,825	–	–	0.04%	235
2022 Q4	$784K	Buy	7,825 +3,483	+80%	+$349K	0.05%	209
2022 Q3	$435K	Buy	+4,342	New	+$435K	0.03%	259

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

Avidian Wealth Enterprises's SGOV Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 29% in Q1 2026, buying an estimated $1.04M and bringing the position to 45,777 shares worth $4.61M. The position accounts for 0.15% of the portfolio, ranked #104.

Avidian Wealth Enterprises first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Avidian Wealth Enterprises held 45,777 shares of iShares 0-3 Month Treasury Bond ETF worth $4.61M as of Q1 2026.
Avidian Wealth Enterprises bought 10,385 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.04M.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #104 holding.
Avidian Wealth Enterprises first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.