Bank of America
SGOV icon

Bank of America’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bank of America’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 		$1.23B Buy
12,170,491
+1,420,276
+13% +$143M 0.09% 217
2025
Q4 		$1.08B Buy
10,750,215
+866,454
+9% +$87.1M 0.08% 234
2025
Q3 		$995M Sell
9,883,761
-677,607
-6% -$68.1M 0.07% 268
2025
Q2 		$1.06B Buy
10,561,368
+328,511
+3% +$33M 0.08% 243
2025
Q1 		$1.03B Buy
10,232,857
+6,997,511
+216% +$703M 0.08% 229
2024
Q4 		$325M Sell
3,235,346
-157,170
-5% -$15.8M 0.03% 510
2024
Q3 		$342M Sell
3,392,516
-365,897
-10% -$36.8M 0.03% 514
2024
Q2 		$379M Sell
3,758,413
-129,504
-3% -$13M 0.03% 446
2024
Q1 		$392M Sell
3,887,917
-742,789
-16% -$74.7M 0.04% 441
2023
Q4 		$464M Sell
4,630,706
-1,083,739
-19% -$109M 0.05% 357
2023
Q3 		$575M Buy
5,714,445
+640,131
+13% +$64.3M 0.06% 293
2023
Q2 		$511M Buy
5,074,314
+728,375
+17% +$73.1M 0.05% 316
2023
Q1 		$437M Sell
4,345,939
-526,465
-11% -$52.8M 0.04% 360
2022
Q4 		$488M Sell
4,872,404
-3,599,850
-42% -$361M 0.06% 323
2022
Q3 		$850M Sell
8,472,254
-2,163,111
-20% -$217M 0.1% 193
2022
Q2 		$1.06B Buy
10,635,365
+2,502,086
+31% +$250M 0.12% 169
2022
Q1 		$814M Buy
8,133,279
+8,097,431
+22,588% +$810M 0.08% 236
2021
Q4 		$3.59M Buy
35,848
+16,648
+87% +$1.67M ﹤0.01% 3995
2021
Q3 		$1.92M Buy
19,200
+527
+3% +$52.7K ﹤0.01% 4488
2021
Q2 		$1.87M Sell
18,673
-44,170
-70% -$4.42M ﹤0.01% 4385
2021
Q1 		$6.29M Buy
+62,843
New +$6.29M ﹤0.01% 3175

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America's SGOV Position: Q1 2026 in Review

Bank of America increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q1 2026, buying an estimated $143M and bringing the position to 12,170,491 shares worth $1.23B. The position accounts for 0.09% of the portfolio, ranked #217.

Bank of America first reported a position in SGOV in Q1 2021 and has held it in 21 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Bank of America held 12,170,491 shares of iShares 0-3 Month Treasury Bond ETF worth $1.23B as of Q1 2026.
  • Bank of America bought 1,420,276 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $143M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.09% of Bank of America's portfolio in Q1 2026, its #217 holding.
  • Bank of America first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.