Claro Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Claro Advisors’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	$3.67M	Buy	36,491 +7,226	+25%	+$726K	0.44%	50
2025 Q4	$2.94M	Buy	29,265 +164	+0.6%	+$16.5K	0.4%	52
2025 Q3	$2.93M	Buy	29,101 +8,385	+40%	+$843K	0.43%	48
2025 Q2	$2.09M	Buy	20,716 +1,827	+10%	+$184K	0.34%	65
2025 Q1	$1.9M	Buy	18,889 +16,714	+768%	+$1.68M	0.25%	70
2024 Q4	$218K	Sell	2,175 -224	-9%	-$22.5K	0.03%	446
2024 Q3	$242K	Sell	2,399 -1,122	-32%	-$113K	0.03%	435
2024 Q2	$355K	Buy	3,521 +865	+33%	+$86.9K	0.06%	289
2024 Q1	$267K	Sell	2,656 -6,811	-72%	-$685K	0.05%	345
2023 Q4	$949K	Buy	+9,467	New	+$951K	0.21%	109

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

Claro Advisors's SGOV Position: Q1 2026 in Review

Claro Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 25% in Q1 2026, buying an estimated $726K and bringing the position to 36,491 shares worth $3.67M. The position accounts for 0.44% of the portfolio, ranked #50.

Claro Advisors first reported a position in SGOV in Q4 2023 and has held it in 10 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Claro Advisors held 36,491 shares of iShares 0-3 Month Treasury Bond ETF worth $3.67M as of Q1 2026.
Claro Advisors bought 7,226 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $726K.
iShares 0-3 Month Treasury Bond ETF made up 0.44% of Claro Advisors's portfolio in Q1 2026, its #50 holding.
Claro Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.