Bruce G. Allen Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bruce G. Allen Investments’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	$236K	Buy	2,348 +1,462	+165%	+$147K	0.15%	71
2025 Q4	$88.9K	Buy	886 +429	+94%	+$43.1K	0.06%	179
2025 Q3	$46K	Sell	457 -1,294	-74%	-$130K	0.03%	271
2025 Q2	$176K	Sell	1,751 -381	-18%	-$38.3K	0.13%	84
2025 Q1	$215K	Buy	2,132 +1,605	+305%	+$161K	0.17%	70
2024 Q4	$52.9K	Sell	527 -1,343	-72%	-$135K	0.04%	246
2024 Q3	$188K	Buy	1,870 +48	+3%	+$4.83K	0.15%	82
2024 Q2	$183K	Buy	1,822 +64	+4%	+$6.43K	0.15%	81
2024 Q1	$177K	Buy	1,758 +297	+20%	+$29.9K	0.15%	87
2023 Q4	$146K	Buy	+1,461	New	+$147K	0.13%	100

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 $8.4B AUM 51.89% 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

Bruce G. Allen Investments's SGOV Position: Q1 2026 in Review

Bruce G. Allen Investments increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 165% in Q1 2026, buying an estimated $147K and bringing the position to 2,348 shares worth $236K. The position accounts for 0.15% of the portfolio, ranked #71.

Bruce G. Allen Investments first reported a position in SGOV in Q4 2023 and has held it in 10 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Bruce G. Allen Investments held 2,348 shares of iShares 0-3 Month Treasury Bond ETF worth $236K as of Q1 2026.
Bruce G. Allen Investments bought 1,462 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $147K.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of Bruce G. Allen Investments's portfolio in Q1 2026, its #71 holding.
Bruce G. Allen Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.