Cetera Investment Advisers
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Cetera Investment Advisers’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cetera Investment Advisers’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 		$216M Buy
2,142,221
+234,797
+12% +$23.6M 0.23% 84
2025
Q4 		$191M Sell
1,907,424
-32,842
-2% -$3.3M 0.21% 87
2025
Q3 		$195M Sell
1,940,266
-184,930
-9% -$18.6M 0.23% 83
2025
Q2 		$214M Buy
2,125,196
+943,581
+80% +$94.9M 0.36% 46
2025
Q1 		$119M Buy
1,181,615
+202,709
+21% +$20.4M 0.23% 88
2024
Q4 		$98.2M Buy
978,906
+153,003
+19% +$15.4M 0.21% 93
2024
Q3 		$83.2M Buy
825,903
+47,402
+6% +$4.77M 0.18% 111
2024
Q2 		$78.4M Buy
778,501
+113,149
+17% +$11.4M 0.18% 108
2024
Q1 		$67M Buy
665,352
+505,072
+315% +$50.8M 0.16% 125
2023
Q4 		$16.1M Sell
160,280
-26,056
-14% -$2.62M 0.13% 147
2023
Q3 		$18.8M Buy
186,336
+166,525
+841% +$16.7M 0.16% 124
2023
Q2 		$1.99M Buy
19,811
+323
+2% +$32.4K 0.02% 770
2023
Q1 		$1.96M Buy
+19,488
New +$1.96M 0.02% 738

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers's SGOV Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q1 2026, buying an estimated $23.6M and bringing the position to 2,142,221 shares worth $216M. The position accounts for 0.23% of the portfolio, ranked #84.

Cetera Investment Advisers first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Cetera Investment Advisers held 2,142,221 shares of iShares 0-3 Month Treasury Bond ETF worth $216M as of Q1 2026.
  • Cetera Investment Advisers bought 234,797 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $23.6M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.23% of Cetera Investment Advisers's portfolio in Q1 2026, its #84 holding.
  • Cetera Investment Advisers first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.