Commonwealth Equity Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Commonwealth Equity Services’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	$78.8M	Sell	782,876 -40,969	-5%	-$4.12M	0.11%	185
2025 Q4	$82.7M	Buy	823,845 +95,456	+13%	+$9.59M	0.11%	180
2025 Q3	$73.3M	Buy	728,389 +3,417	+0.5%	+$344K	0.1%	203
2025 Q2	$73M	Buy	724,972 +254,166	+54%	+$25.6M	0.1%	203
2025 Q1	$47.4M	Buy	470,806 +127,053	+37%	+$12.8M	0.07%	281
2024 Q4	$34.5M	Buy	343,753 +175,794	+105%	+$17.7M	0.05%	348
2024 Q3	$16.9M	Buy	167,959 +17,070	+11%	+$1.72M	0.03%	589
2024 Q2	$15.2M	Sell	150,889 -181,001	-55%	-$18.2M	0.02%	611
2024 Q1	$33.4M	Sell	331,890 -227,146	-41%	-$22.8M	0.06%	328
2023 Q4	$56.1M	Buy	559,036 +297,397	+114%	+$29.9M	0.1%	190
2023 Q3	$26.3M	Buy	261,639 +9,393	+4%	+$943K	0.05%	321
2023 Q2	$25.4M	Buy	252,246 +88,324	+54%	+$8.87M	0.05%	340
2023 Q1	$16.5K	Buy	163,922 +14,884	+10%	+$1.49M	0.03%	463
2022 Q4	$14.9M	Buy	149,038 +75,095	+102%	+$7.52M	0.04%	475
2022 Q3	$7.41M	Buy	73,943 +70,484	+2,038%	+$7.06M	0.02%	709
2022 Q2	$346K	Sell	3,459 -358	-9%	-$35.8K	﹤0.01%	2710
2022 Q1	$381K	Buy	+3,817	New	+$382K	﹤0.01%	2758
2021 Q2	–	Sell	-7,186	Closed	-$718K	–	3578
2021 Q1	$718K	Buy	+7,186	New	+$719K	﹤0.01%	2051

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

Commonwealth Equity Services's SGOV Position: Q1 2026 in Review

Commonwealth Equity Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5% in Q1 2026, selling an estimated $4.12M and leaving 782,876 shares worth $78.8M. The position accounts for 0.11% of the portfolio, ranked #185.

Commonwealth Equity Services first reported a position in SGOV in Q1 2021 and has held it in 18 quarters since. The position peaked at $82.7M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Commonwealth Equity Services held 782,876 shares of iShares 0-3 Month Treasury Bond ETF worth $78.8M as of Q1 2026.
Commonwealth Equity Services sold 40,969 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $4.12M.
iShares 0-3 Month Treasury Bond ETF made up 0.11% of Commonwealth Equity Services's portfolio in Q1 2026, its #185 holding.
Commonwealth Equity Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2021 and has held it in 18 quarters since.
Commonwealth Equity Services's iShares 0-3 Month Treasury Bond ETF position peaked at $82.7M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.