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

Bragg 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 		$613K Buy
+6,092
New +$612K 0.02% 260
2025
Q4 		– Sell
-4,148
Closed -$418K – 357
2025
Q3 		$418K Sell
4,148
-1,178
-22% -$118K 0.01% 285
2025
Q2 		$536K Buy
+5,326
New +$535K 0.02% 255

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

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

Bragg Financial Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 6,092 shares worth $613K. The stake represents 0.02% of the portfolio and ranks #260 among its holdings. This is a return to the name: Bragg Financial Advisors previously reported a position in SGOV as recently as Q3 2025.

Bragg Financial Advisors first reported a position in SGOV in Q2 2025 and has held it in 3 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Bragg Financial Advisors held 6,092 shares of iShares 0-3 Month Treasury Bond ETF worth $613K as of Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Bragg Financial Advisors position in Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q1 2026, its #260 holding.
  • Bragg Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

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