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

Eldridge 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	$477K	Buy	4,734 +43	+0.9%	+$4.32K	0.1%	110
2025 Q4	$471K	Sell	4,691 -384	-8%	-$38.6K	0.1%	112
2025 Q3	$511K	Sell	5,075 -507	-9%	-$51K	0.12%	107
2025 Q2	$560K	Sell	5,582 -1,705	-23%	-$171K	0.12%	107
2025 Q1	$734K	Sell	7,287 -13,699	-65%	-$1.38M	0.17%	91
2024 Q4	$2.1M	Buy	20,986 +1,052	+5%	+$106K	0.49%	48
2024 Q3	$2.01M	Sell	19,934 -2,316	-10%	-$233K	0.47%	47
2024 Q2	$2.24M	Sell	22,250 -15,048	-40%	-$1.51M	0.56%	42
2024 Q1	$3.76M	Sell	37,298 -9,975	-21%	-$1M	0.96%	26
2023 Q4	$4.74M	Sell	47,273 -30,686	-39%	-$3.08M	1.24%	19
2023 Q3	$7.82M	Sell	77,959 -1,437	-2%	-$144K	2.59%	10
2023 Q2	$7.99M	Buy	79,396 +22,125	+39%	+$2.22M	2.61%	8
2023 Q1	$5.76M	Buy	+57,271	New	+$5.75M	2%	11

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

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

Eldridge Investment Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.92% in Q1 2026, buying an estimated $4.32K and bringing the position to 4,734 shares worth $477K. The position accounts for 0.1% of the portfolio, ranked #110.

Eldridge Investment Advisors first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.99M in Q2 2023. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Eldridge Investment Advisors held 4,734 shares of iShares 0-3 Month Treasury Bond ETF worth $477K as of Q1 2026.
Eldridge Investment Advisors bought 43 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $4.32K.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of Eldridge Investment Advisors's portfolio in Q1 2026, its #110 holding.
Eldridge Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Eldridge Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $7.99M in Q2 2023.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.