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Clean Yield Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Clean Yield Group’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 		$9.06K Hold
90
– – ﹤0.01% 308
2025
Q4 		$9.03K Hold
90
– – ﹤0.01% 323
2025
Q3 		$9.06K Buy
+90
New +$9.05K ﹤0.01% 324

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 $8.4B AUM 51.89% 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

Clean Yield Group's SGOV Position: Q1 2026 in Review

Clean Yield Group held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q1 2026 at 90 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Clean Yield Group first reported a position in SGOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.06K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Clean Yield Group held 90 shares of iShares 0-3 Month Treasury Bond ETF worth $9.06K as of Q1 2026.
  • Clean Yield Group left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Clean Yield Group's portfolio in Q1 2026, its #308 holding.
  • Clean Yield Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Clean Yield Group's iShares 0-3 Month Treasury Bond ETF position peaked at $9.06K in Q3 2025.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.