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

Concurrent Investment 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	$17.2M	Buy	170,784 +119,450	+233%	+$12M	0.19%	123
2025 Q4	$5.15M	Sell	51,334 -66,034	-56%	-$6.64M	0.06%	321
2025 Q3	$11.8M	Sell	117,368 -22,639	-16%	-$2.28M	0.2%	103
2025 Q2	$14.1M	Buy	140,007 +30,014	+27%	+$3.02M	0.27%	84
2025 Q1	$11.1M	Buy	109,993 +69,845	+174%	+$7.02M	0.27%	87
2024 Q4	$4.03M	Buy	40,148 +2,581	+7%	+$259K	0.11%	191
2024 Q3	$3.78M	Sell	37,567 -155,350	-81%	-$15.6M	0.11%	192
2024 Q2	$19.4M	Buy	192,917 +21,727	+13%	+$2.18M	0.64%	28
2024 Q1	$17.2M	Buy	171,190 +148,318	+648%	+$14.9M	0.7%	28
2023 Q4	$2.29M	Buy	+22,872	New	+$2.3M	0.11%	203

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

Concurrent Investment Advisors's SGOV Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 233% in Q1 2026, buying an estimated $12M and bringing the position to 170,784 shares worth $17.2M. The position accounts for 0.19% of the portfolio, ranked #123.

Concurrent Investment Advisors first reported a position in SGOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.4M in Q2 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Concurrent Investment Advisors held 170,784 shares of iShares 0-3 Month Treasury Bond ETF worth $17.2M as of Q1 2026.
Concurrent Investment Advisors bought 119,450 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $12M.
iShares 0-3 Month Treasury Bond ETF made up 0.19% of Concurrent Investment Advisors's portfolio in Q1 2026, its #123 holding.
Concurrent Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $19.4M in Q2 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.