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Berger Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Berger Financial Group’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 		$2.13M Sell
21,141
-1,728
-8% -$174K 0.12% 135
2025
Q4 		$2.3M Buy
22,869
+4,109
+22% +$413K 0.13% 127
2025
Q3 		$1.89M Buy
18,760
+1,118
+6% +$112K 0.11% 146
2025
Q2 		$1.78M Buy
17,642
+579
+3% +$58.2K 0.11% 138
2025
Q1 		$1.72M Buy
17,063
+9,403
+123% +$945K 0.12% 135
2024
Q4 		$768K Buy
+7,660
New +$769K 0.05% 201

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

Berger Financial Group's SGOV Position: Q1 2026 in Review

Berger Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.6% in Q1 2026, selling an estimated $174K and leaving 21,141 shares worth $2.13M. The position accounts for 0.12% of the portfolio, ranked #135.

Berger Financial Group first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.3M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Berger Financial Group held 21,141 shares of iShares 0-3 Month Treasury Bond ETF worth $2.13M as of Q1 2026.
  • Berger Financial Group sold 1,728 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $174K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.12% of Berger Financial Group's portfolio in Q1 2026, its #135 holding.
  • Berger Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Berger Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $2.3M in Q4 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.