Beacon Pointe Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Beacon Pointe Advisors’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	$22.6M	Buy	224,768 +18,941	+9%	+$1.9M	0.12%	168
2025 Q4	$20.7M	Buy	205,827 +13,907	+7%	+$1.4M	0.14%	152
2025 Q3	$19.3M	Buy	+191,920	New	+$19.3M	0.16%	134
2024 Q3	–	Sell	-7,469	Closed	-$752K	–	1306
2024 Q2	$752K	Buy	7,469 +3,823	+105%	+$384K	0.01%	726
2024 Q1	$367K	Sell	3,646 -2,173	-37%	-$218K	﹤0.01%	1030
2023 Q4	$583K	Buy	5,819 +3,783	+186%	+$380K	0.01%	847
2023 Q3	$205K	Buy	+2,036	New	+$205K	﹤0.01%	1224
2022 Q3	–	Sell	-50,000	Closed	-$5.01M	–	1052
2022 Q2	$5.01M	Hold	50,000	–	–	0.11%	181
2022 Q1	$5M	Buy	+50,000	New	+$5M	0.07%	254

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

Beacon Pointe Advisors's SGOV Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.2% in Q1 2026, buying an estimated $1.9M and bringing the position to 224,768 shares worth $22.6M. The position accounts for 0.12% of the portfolio, ranked #168.

Beacon Pointe Advisors first reported a position in SGOV in Q1 2022 and has held it in 9 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Beacon Pointe Advisors held 224,768 shares of iShares 0-3 Month Treasury Bond ETF worth $22.6M as of Q1 2026.
Beacon Pointe Advisors bought 18,941 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.9M.
iShares 0-3 Month Treasury Bond ETF made up 0.12% of Beacon Pointe Advisors's portfolio in Q1 2026, its #168 holding.
Beacon Pointe Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 9 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.