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

Centaurus Financial’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	$12.3M	Buy	121,864 +11,801	+11%	+$1.19M	0.58%	35
2025 Q4	$11M	Buy	110,063 +16,627	+18%	+$1.67M	0.51%	42
2025 Q3	$9.41M	Buy	93,436 +10,158	+12%	+$1.02M	0.44%	52
2025 Q2	$8.38M	Sell	83,278 -17,149	-17%	-$1.72M	0.49%	53
2025 Q1	$10.1M	Sell	100,427 -11,562	-10%	-$1.16M	0.61%	44
2024 Q4	$11.2M	Sell	111,989 -89,271	-44%	-$8.97M	0.69%	33
2024 Q3	$20.3M	Buy	201,260 +3,649	+2%	+$367K	1.29%	9
2024 Q2	$19.9M	Buy	197,611 +16,552	+9%	+$1.66M	1.33%	10
2024 Q1	$18.2M	Buy	181,059 +3,305	+2%	+$332K	1.28%	8
2023 Q4	$17.8M	Sell	177,754 -19,432	-10%	-$1.95M	1.35%	8
2023 Q3	$19.9M	Buy	197,186 +41,754	+27%	+$4.19M	1.73%	7
2023 Q2	$15.6M	Buy	155,432 +1,080	+0.7%	+$108K	1.37%	7
2023 Q1	$15.5M	Buy	154,352 +55,743	+57%	+$5.59M	1.24%	8
2022 Q4	$9.88M	Buy	98,609 +59,393	+151%	+$5.95M	0.93%	19
2022 Q3	$3.93M	Buy	+39,216	New	+$3.93M	0.38%	56

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

Centaurus Financial's SGOV Position: Q1 2026 in Review

Centaurus Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q1 2026, buying an estimated $1.19M and bringing the position to 121,864 shares worth $12.3M. The position accounts for 0.58% of the portfolio, ranked #35.

Centaurus Financial first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. The position peaked at $20.3M in Q3 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Centaurus Financial held 121,864 shares of iShares 0-3 Month Treasury Bond ETF worth $12.3M as of Q1 2026.
Centaurus Financial bought 11,801 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.19M.
iShares 0-3 Month Treasury Bond ETF made up 0.58% of Centaurus Financial's portfolio in Q1 2026, its #35 holding.
Centaurus Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
Centaurus Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $20.3M in Q3 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.