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Concentrum Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Concentrum Wealth Management’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 		$844K Buy
8,388
+5,438
+184% +$547K 0.25% 47
2025
Q4 		$296K Buy
+2,950
New +$296K 0.08% 71

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

Concentrum Wealth Management's SGOV Position: Q1 2026 in Review

Concentrum Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 184% in Q1 2026, buying an estimated $547K and bringing the position to 8,388 shares worth $844K. The position accounts for 0.25% of the portfolio, ranked #47.

Concentrum Wealth Management first reported a position in SGOV in Q4 2025 and has held it in 2 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Concentrum Wealth Management held 8,388 shares of iShares 0-3 Month Treasury Bond ETF worth $844K as of Q1 2026.
  • Concentrum Wealth Management bought 5,438 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $547K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.25% of Concentrum Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Concentrum Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.