Brooklyn Investment Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Brooklyn Investment 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	$3.68M	Sell	36,566 -667	-2%	-$67K	0.12%	142
2025 Q4	$3.74M	Buy	+37,233	New	+$3.74M	0.17%	98
2025 Q3	–	Sell	-1	Closed	-$42	–	2328
2025 Q2	$42	Hold	1	–	–	﹤0.01%	3265
2025 Q1	$42	Hold	1	–	–	﹤0.01%	2740
2024 Q4	$41	Buy	+1	New	+$100	﹤0.01%	1844

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Brooklyn Investment Group's SGOV Position: Q1 2026 in Review

Brooklyn Investment Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.8% in Q1 2026, selling an estimated $67K and leaving 36,566 shares worth $3.68M. The position accounts for 0.12% of the portfolio, ranked #142.

Brooklyn Investment Group first reported a position in SGOV in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.74M in Q4 2025. 1,219 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Brooklyn Investment Group held 36,566 shares of iShares 0-3 Month Treasury Bond ETF worth $3.68M as of Q1 2026.
Brooklyn Investment Group sold 667 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $67K.
iShares 0-3 Month Treasury Bond ETF made up 0.12% of Brooklyn Investment Group's portfolio in Q1 2026, its #142 holding.
Brooklyn Investment Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
Brooklyn Investment Group's iShares 0-3 Month Treasury Bond ETF position peaked at $3.74M in Q4 2025.
1,219 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.