Buck Wealth Strategies’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Buck Wealth Strategies’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	$5.41M	Buy	53,782 +8,969	+20%	+$902K	0.67%	44
2025 Q4	$4.5M	Sell	44,813 -2,910	-6%	-$292K	0.57%	44
2025 Q3	$4.81M	Sell	47,723 -1,330	-3%	-$134K	0.66%	45
2025 Q2	$4.94M	Buy	49,053 +7,350	+18%	+$739K	0.75%	43
2025 Q1	$4.2M	Sell	41,703 -114,603	-73%	-$11.5M	0.76%	43
2024 Q4	$15.7M	Buy	156,306 +53,495	+52%	+$5.37M	3.26%	4
2024 Q3	$10.4M	Sell	102,811 -16,594	-14%	-$1.67M	3.26%	4
2024 Q2	$12M	Sell	119,405 -169,645	-59%	-$17.1M	3.55%	2
2024 Q1	$29.1M	Buy	289,050 +197,237	+215%	+$19.8M	10%	2
2023 Q4	$9.21M	Buy	91,813 +33,206	+57%	+$3.33M	3.41%	3
2023 Q3	$5.9M	Sell	58,607 -523,134	-90%	-$52.5M	2.37%	12
2023 Q2	$55.3M	Buy	581,741 +60,754	+12%	+$6.1M	24%	1
2023 Q1	$48.3M	Buy	+520,987	New	+$52.3M	23.56%	1
2022 Q3	$5.8M	Buy	+57,589	New	+$5.77M	2.71%	6

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

Buck Wealth Strategies's SGOV Position: Q1 2026 in Review

Buck Wealth Strategies increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 20% in Q1 2026, buying an estimated $902K and bringing the position to 53,782 shares worth $5.41M. The position accounts for 0.67% of the portfolio, ranked #44.

Buck Wealth Strategies first reported a position in SGOV in Q3 2022 and has held it in 14 quarters since. The position peaked at $55.3M in Q2 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Buck Wealth Strategies held 53,782 shares of iShares 0-3 Month Treasury Bond ETF worth $5.41M as of Q1 2026.
Buck Wealth Strategies bought 8,969 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $902K.
iShares 0-3 Month Treasury Bond ETF made up 0.67% of Buck Wealth Strategies's portfolio in Q1 2026, its #44 holding.
Buck Wealth Strategies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 14 quarters since.
Buck Wealth Strategies's iShares 0-3 Month Treasury Bond ETF position peaked at $55.3M in Q2 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.