Breakthru Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Breakthru Advisory Services’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	$1.98M	Hold	19,710	–	–	3.18%	11
2025 Q4	$1.98M	Sell	19,710 -2,430	-11%	-$244K	1.26%	17
2025 Q3	$2.23M	Buy	+22,140	New	+$2.23M	1.47%	16
2025 Q1	–	Sell	-27,110	Closed	-$2.72M	–	44
2024 Q4	$2.72M	Buy	+27,110	New	+$2.72M	2.46%	13

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

Breakthru Advisory Services's SGOV Position: Q1 2026 in Review

Breakthru Advisory Services held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q1 2026 at 19,710 shares worth $1.98M. The position accounts for 3.18% of the portfolio, ranked #11.

Breakthru Advisory Services first reported a position in SGOV in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.72M in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Breakthru Advisory Services held 19,710 shares of iShares 0-3 Month Treasury Bond ETF worth $1.98M as of Q1 2026.
Breakthru Advisory Services left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up 3.18% of Breakthru Advisory Services's portfolio in Q1 2026, its #11 holding.
Breakthru Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
Breakthru Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $2.72M in Q4 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.