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

Collier 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 		$1.19M Sell
11,854
-976
-8% -$98.1K 0.91% 16
2025
Q4 		$1.29M Buy
12,830
+920
+8% +$92.5K 0.97% 16
2025
Q3 		$1.2M Buy
+11,910
New +$1.2M 0.9% 19
2025
Q1 		$1.84M Buy
18,319
+7,411
+68% +$745K 1.57% 14
2024
Q4 		$1.09M Buy
+10,908
New +$1.1M 0.98% 19

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

Collier Financial's SGOV Position: Q1 2026 in Review

Collier Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.6% in Q1 2026, selling an estimated $98.1K and leaving 11,854 shares worth $1.19M. The position accounts for 0.91% of the portfolio, ranked #16.

Collier Financial first reported a position in SGOV in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.84M in Q1 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Collier Financial held 11,854 shares of iShares 0-3 Month Treasury Bond ETF worth $1.19M as of Q1 2026.
  • Collier Financial sold 976 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $98.1K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.91% of Collier Financial's portfolio in Q1 2026, its #16 holding.
  • Collier Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Collier Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $1.84M in Q1 2025.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.