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

Clearstead 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	$8.79M	Buy	87,309 +4,074	+5%	+$410K	0.08%	177
2025 Q4	$8.36M	Sell	83,235 -2,956	-3%	-$297K	0.11%	149
2025 Q3	$8.68M	Buy	86,191 +1,677	+2%	+$169K	0.11%	148
2025 Q2	$8.51M	Sell	84,514 -17,200	-17%	-$1.73M	0.12%	143
2025 Q1	$10.2M	Sell	101,714 -8,403	-8%	-$845K	0.16%	126
2024 Q4	$11M	Sell	110,117 -2,906	-3%	-$292K	0.17%	123
2024 Q3	$11.4M	Sell	113,023 -15,620	-12%	-$1.57M	0.18%	117
2024 Q2	$13M	Buy	128,643 +3,264	+3%	+$328K	0.22%	95
2024 Q1	$12.6M	Sell	125,379 -49,895	-28%	-$5.01M	0.62%	33
2023 Q4	$17.6M	Sell	175,274 -116,724	-40%	-$11.7M	0.93%	24
2023 Q3	$29.4M	Buy	291,998 +142,138	+95%	+$14.3M	0.85%	24
2023 Q2	$15.1M	Sell	149,860 -11,724	-7%	-$1.18M	0.91%	21
2023 Q1	$16.3M	Buy	161,584 +184	+0.1%	+$18.5K	1.18%	14
2022 Q4	$16.2M	Buy	+161,400	New	+$16.2M	1.27%	14

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

Clearstead Advisors's SGOV Position: Q1 2026 in Review

Clearstead Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.9% in Q1 2026, buying an estimated $410K and bringing the position to 87,309 shares worth $8.79M. The position accounts for 0.08% of the portfolio, ranked #177.

Clearstead Advisors first reported a position in SGOV in Q4 2022 and has held it in 14 quarters since. The position peaked at $29.4M in Q3 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Clearstead Advisors held 87,309 shares of iShares 0-3 Month Treasury Bond ETF worth $8.79M as of Q1 2026.
Clearstead Advisors bought 4,074 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $410K.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of Clearstead Advisors's portfolio in Q1 2026, its #177 holding.
Clearstead Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Clearstead Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $29.4M in Q3 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.