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Barrett & Company’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Barrett & Company’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 		$51.1K Buy
508
+3
+0.6% +$302 0.02% 285
2025
Q4 		$50.7K Buy
+505
New +$50.8K 0.02% 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

Barrett & Company's SGOV Position: Q1 2026 in Review

Barrett & Company increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.59% in Q1 2026, buying an estimated $302 and bringing the position to 508 shares worth $51.1K. The position accounts for 0.02% of the portfolio, ranked #285.

Barrett & Company first reported a position in SGOV in Q4 2025 and has held it in 2 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Barrett & Company held 508 shares of iShares 0-3 Month Treasury Bond ETF worth $51.1K as of Q1 2026.
  • Barrett & Company bought 3 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $302.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of Barrett & Company's portfolio in Q1 2026, its #285 holding.
  • Barrett & Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.