EP Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

EP Wealth 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	$778K	Sell	7,727 -3,967	-34%	-$399K	﹤0.01%	722
2025 Q4	$1.17M	Buy	+11,694	New	+$1.18M	0.01%	575
2025 Q2	$5.63M	Buy	55,878 +42,227	+309%	+$4.24M	0.04%	247
2025 Q1	$1.37M	Sell	13,651 -368	-3%	-$37K	0.01%	426
2024 Q4	$1.41M	Sell	14,019 -978	-7%	-$98.2K	0.01%	419
2024 Q3	$1.51M	Sell	14,997 -77	-0.5%	-$7.74K	0.01%	409
2024 Q2	$1.52M	Buy	15,074 +1,390	+10%	+$140K	0.02%	323
2024 Q1	$1.38M	Sell	13,684 -296	-2%	-$29.8K	0.02%	320
2023 Q4	$1.4M	Buy	13,980 +3,162	+29%	+$318K	0.02%	314
2023 Q3	$1.09M	Sell	10,818 -3,340	-24%	-$335K	0.02%	314
2023 Q2	$220K	Buy	+14,158	New	+$1.42M	﹤0.01%	635

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

EP Wealth Advisors's SGOV Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 34% in Q1 2026, selling an estimated $399K and leaving 7,727 shares worth $778K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

EP Wealth Advisors first reported a position in SGOV in Q2 2023 and has held it in 11 quarters since. The position peaked at $5.63M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

EP Wealth Advisors held 7,727 shares of iShares 0-3 Month Treasury Bond ETF worth $778K as of Q1 2026.
EP Wealth Advisors sold 3,967 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $399K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #722 holding.
EP Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 11 quarters since.
EP Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $5.63M in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.