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

ELCO 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 		$408K Sell
4,050
-1,150
-22% -$116K 0.2% 97
2025
Q4 		$522K Buy
5,200
+2,000
+63% +$201K 0.33% 66
2025
Q3 		$322K Sell
3,200
-100
-3% -$10.1K 0.17% 113
2025
Q2 		$332K Hold
3,300
– – 0.17% 104
2025
Q1 		$332K Buy
+3,300
New +$332K 0.18% 96

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 $6.11B AUM 33.56% 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

ELCO Management's SGOV Position: Q1 2026 in Review

ELCO Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 22% in Q1 2026, selling an estimated $116K and leaving 4,050 shares worth $408K. The position accounts for 0.2% of the portfolio, ranked #97.

ELCO Management first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $522K in Q4 2025. 1,212 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • ELCO Management held 4,050 shares of iShares 0-3 Month Treasury Bond ETF worth $408K as of Q1 2026.
  • ELCO Management sold 1,150 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $116K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.2% of ELCO Management's portfolio in Q1 2026, its #97 holding.
  • ELCO Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • ELCO Management's iShares 0-3 Month Treasury Bond ETF position peaked at $522K in Q4 2025.
  • 1,212 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on ELCO Management's 13F filing for Q1 2026, filed 24 Apr 2026.