Benjamin Edwards Inc’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Benjamin Edwards Inc’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	$12.6M	Buy	125,276 +117,645	+1,542%	+$11.8M	0.13%	179
2025 Q4	$766K	Sell	7,631 -2,221	-23%	-$223K	0.01%	805
2025 Q3	$992K	Sell	9,852 -19,462	-66%	-$1.96M	0.01%	696
2025 Q2	$2.95M	Sell	29,314 -929	-3%	-$93.4K	0.04%	377
2025 Q1	$3.04M	Buy	30,243 +1,648	+6%	+$166K	0.04%	335
2024 Q4	$2.87M	Buy	28,595 +501	+2%	+$50.3K	0.04%	359
2024 Q3	$2.83M	Buy	+28,094	New	+$2.82M	0.04%	362

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

Benjamin Edwards Inc's SGOV Position: Q1 2026 in Review

Benjamin Edwards Inc increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1,542% in Q1 2026, buying an estimated $11.8M and bringing the position to 125,276 shares worth $12.6M. The position accounts for 0.13% of the portfolio, ranked #179.

Benjamin Edwards Inc first reported a position in SGOV in Q3 2024 and has held it in 7 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Benjamin Edwards Inc held 125,276 shares of iShares 0-3 Month Treasury Bond ETF worth $12.6M as of Q1 2026.
Benjamin Edwards Inc bought 117,645 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $11.8M.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of Benjamin Edwards Inc's portfolio in Q1 2026, its #179 holding.
Benjamin Edwards Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.