Baird Financial Group
SGOV icon

Baird Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Baird Financial Group’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 		$15.3M Buy
151,869
+34,826
+30% +$3.5M 0.02% 444
2025
Q4 		$11.7M Buy
117,043
+79,570
+212% +$8M 0.02% 495
2025
Q3 		$3.77M Sell
37,473
-41,956
-53% -$4.22M 0.01% 839
2025
Q2 		$8M Buy
79,429
+74,453
+1,496% +$7.48M 0.01% 571
2025
Q1 		$501K Buy
+4,976
New +$500K ﹤0.01% 1395
2024
Q4 		– Sell
-3,695
Closed -$372K – 1805
2024
Q3 		$372K Sell
3,695
-811
-18% -$81.5K ﹤0.01% 1475
2024
Q2 		$454K Sell
4,506
-6,582
-59% -$662K ﹤0.01% 1429
2024
Q1 		$1.12M Sell
11,088
-6,508
-37% -$654K ﹤0.01% 1131
2023
Q4 		$1.76M Buy
17,596
+1,298
+8% +$130K ﹤0.01% 974
2023
Q3 		$1.64M Sell
16,298
-14,459
-47% -$1.45M ﹤0.01% 967
2023
Q2 		$3.1M Buy
30,757
+11,783
+62% +$1.18M 0.01% 781
2023
Q1 		$1.91M Buy
+18,974
New +$1.9M ﹤0.01% 895
2022
Q4 		– Sell
-22,170
Closed -$2.22M – 1765
2022
Q3 		$2.22M Sell
22,170
-192,358
-90% -$19.3M 0.01% 794
2022
Q2 		$21.5M Buy
+214,528
New +$21.5M 0.06% 293

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

Baird Financial Group's SGOV Position: Q1 2026 in Review

Baird Financial Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 30% in Q1 2026, buying an estimated $3.5M and bringing the position to 151,869 shares worth $15.3M. The position accounts for 0.02% of the portfolio, ranked #444.

Baird Financial Group first reported a position in SGOV in Q2 2022 and has held it in 14 quarters since. The position peaked at $21.5M in Q2 2022. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Baird Financial Group held 151,869 shares of iShares 0-3 Month Treasury Bond ETF worth $15.3M as of Q1 2026.
  • Baird Financial Group bought 34,826 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $3.5M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of Baird Financial Group's portfolio in Q1 2026, its #444 holding.
  • Baird Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • Baird Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $21.5M in Q2 2022.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.