Baron Silver Stevens Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.11M Buy
20,927
+4,601
+28% +$463K 0.31% 43
2025
Q4
$1.64M Buy
16,326
+4,677
+40% +$470K 0.24% 51
2025
Q3
$1.17M Buy
11,649
+1,186
+11% +$119K 0.17% 58
2025
Q2
$1.05M Buy
10,463
+5,397
+107% +$543K 0.17% 57
2025
Q1
$510K Buy
5,066
+609
+14% +$61.2K 0.09% 70
2024
Q4
$447K Buy
4,457
+104
+2% +$10.4K 0.08% 76
2024
Q3
$438K Sell
4,353
-100
-2% -$10.1K 0.08% 74
2024
Q2
$448K Buy
+4,453
New +$448K 0.09% 73

Other funds holding SGOV

Baron Silver Stevens Financial Advisors's SGOV Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 28% in Q1 2026, buying an estimated $463K and bringing the position to 20,927 shares worth $2.11M. The position accounts for 0.31% of the portfolio, ranked #43.

Baron Silver Stevens Financial Advisors first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 20,927 shares of iShares 0-3 Month Treasury Bond ETF worth $2.11M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors bought 4,601 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $463K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.31% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #43 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.