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

Beaumont Financial 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	$65.1M	Buy	647,227 +166,941	+35%	+$16.8M	4.48%	2
2025 Q4	$48.2M	Buy	480,286 +439,400	+1,075%	+$44.2M	3.18%	5
2025 Q3	$4.12M	Sell	40,886 -3,216	-7%	-$323K	0.28%	62
2025 Q2	$4.44M	Sell	44,102 -280,497	-86%	-$28.2M	0.32%	57
2025 Q1	$32.7M	Buy	324,599 +284,119	+702%	+$28.6M	2.56%	7
2024 Q4	$4.06M	Buy	40,480 +2,352	+6%	+$236K	0.3%	60
2024 Q3	$3.84M	Buy	38,128 +7,052	+23%	+$709K	0.3%	59
2024 Q2	$3.13M	Buy	31,076 +11,603	+60%	+$1.17M	0.25%	66
2024 Q1	$1.96M	Sell	19,473 -1,420	-7%	-$143K	0.16%	87
2023 Q4	$2.09M	Sell	20,893 -723,121	-97%	-$72.6M	0.19%	79
2023 Q3	$74.9M	Buy	744,014 +468,162	+170%	+$47M	7.48%	1
2023 Q2	$27.8M	Sell	275,852 -1,004,946	-78%	-$101M	2.56%	9
2023 Q1	$129M	Sell	1,280,798 -566,250	-31%	-$56.8M	13.04%	1
2022 Q4	$185M	Buy	1,847,048 +106,273	+6%	+$10.6M	18.58%	1
2022 Q3	$175M	Sell	1,740,775 -58,865	-3%	-$5.89M	16.74%	1
2022 Q2	$180M	Buy	1,799,640 +1,773,902	+6,892%	+$177M	16.17%	1
2022 Q1	$2.58M	Buy	+25,738	New	+$2.57M	0.2%	93

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

Beaumont Financial Advisors's SGOV Position: Q1 2026 in Review

Beaumont Financial Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 35% in Q1 2026, buying an estimated $16.8M and bringing the position to 647,227 shares worth $65.1M. The position accounts for 4.48% of the portfolio, ranked #2.

Beaumont Financial Advisors first reported a position in SGOV in Q1 2022 and has held it in 17 quarters since. The position peaked at $185M in Q4 2022. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Beaumont Financial Advisors held 647,227 shares of iShares 0-3 Month Treasury Bond ETF worth $65.1M as of Q1 2026.
Beaumont Financial Advisors bought 166,941 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $16.8M.
iShares 0-3 Month Treasury Bond ETF made up 4.48% of Beaumont Financial Advisors's portfolio in Q1 2026, its #2 holding.
Beaumont Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
Beaumont Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $185M in Q4 2022.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.