Equitable Holdings’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Equitable Holdings’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	$46.2M	Buy	458,991 +358,947	+359%	+$36.1M	0.3%	70
2025 Q4	$10M	Buy	100,044 +38,236	+62%	+$3.84M	0.07%	239
2025 Q3	$6.22M	Buy	61,808 +9,116	+17%	+$917K	0.05%	305
2025 Q2	$5.31M	Sell	52,692 -57,592	-52%	-$5.79M	0.04%	309
2025 Q1	$11.1M	Buy	110,284 +64,470	+141%	+$6.48M	0.11%	164
2024 Q4	$4.6M	Sell	45,814 -2,408	-5%	-$242K	0.04%	300
2024 Q3	$4.86M	Buy	48,222 +12,430	+35%	+$1.25M	0.05%	285
2024 Q2	$3.6M	Buy	35,792 +12,139	+51%	+$1.22M	0.04%	330
2024 Q1	$2.38M	Sell	23,653 -3,579	-13%	-$360K	0.03%	399
2023 Q4	$2.73M	Buy	27,232 +8,765	+47%	+$880K	0.03%	334
2023 Q3	$1.86M	Sell	18,467 -812	-4%	-$81.6K	0.03%	381
2023 Q2	$1.94M	Buy	19,279 +2,723	+16%	+$273K	0.03%	364
2023 Q1	$1.67M	Buy	16,556 +7,572	+84%	+$760K	0.03%	363
2022 Q4	$900K	Buy	8,984 +132	+1%	+$13.2K	0.02%	468
2022 Q3	$888K	Buy	+8,852	New	+$886K	0.02%	421
2022 Q2	–	Sell	-3,885	Closed	-$389K	–	909
2022 Q1	$389K	Buy	+3,885	New	+$389K	0.01%	638

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

Equitable Holdings's SGOV Position: Q1 2026 in Review

Equitable Holdings increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 359% in Q1 2026, buying an estimated $36.1M and bringing the position to 458,991 shares worth $46.2M. The position accounts for 0.3% of the portfolio, ranked #70.

Equitable Holdings first reported a position in SGOV in Q1 2022 and has held it in 16 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Equitable Holdings held 458,991 shares of iShares 0-3 Month Treasury Bond ETF worth $46.2M as of Q1 2026.
Equitable Holdings bought 358,947 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $36.1M.
iShares 0-3 Month Treasury Bond ETF made up 0.3% of Equitable Holdings's portfolio in Q1 2026, its #70 holding.
Equitable Holdings first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 16 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.