Csenge Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Csenge Advisory Group’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	$691K	Buy	6,866 +1,076	+19%	+$108K	0.03%	369
2025 Q4	$581K	Buy	5,790 +488	+9%	+$49K	0.03%	405
2025 Q3	$534K	Buy	+5,302	New	+$533K	0.03%	415
2024 Q2	–	Sell	-2,608	Closed	-$263K	–	743
2024 Q1	$263K	Sell	2,608 -1,583	-38%	-$159K	0.01%	591
2023 Q4	$420K	Sell	4,191 -3,831	-48%	-$385K	0.03%	446
2023 Q3	$808K	Buy	8,022 +4,182	+109%	+$420K	0.06%	252
2023 Q2	$386K	Buy	3,840 +528	+16%	+$53K	0.03%	432
2023 Q1	$333K	Buy	+3,312	New	+$332K	0.02%	445

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 $8.4B AUM 51.89% 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

Csenge Advisory Group's SGOV Position: Q1 2026 in Review

Csenge Advisory Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 19% in Q1 2026, buying an estimated $108K and bringing the position to 6,866 shares worth $691K. The position accounts for 0.03% of the portfolio, ranked #369.

Csenge Advisory Group first reported a position in SGOV in Q1 2023 and has held it in 8 quarters since. The position peaked at $808K in Q3 2023. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Csenge Advisory Group held 6,866 shares of iShares 0-3 Month Treasury Bond ETF worth $691K as of Q1 2026.
Csenge Advisory Group bought 1,076 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $108K.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Csenge Advisory Group's portfolio in Q1 2026, its #369 holding.
Csenge Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 8 quarters since.
Csenge Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $808K in Q3 2023.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.