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

Evanson Asset 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	$1.05M	Buy	10,473 +2,386	+30%	+$240K	0.06%	132
2025 Q4	$812K	Sell	8,087 -669	-8%	-$67.2K	0.04%	156
2025 Q3	$882K	Buy	8,756 +3,051	+53%	+$307K	0.05%	149
2025 Q2	$574K	Buy	5,705 +847	+17%	+$85.1K	0.04%	182
2025 Q1	$489K	Buy	4,858 +2,219	+84%	+$223K	0.03%	179
2024 Q4	$265K	Sell	2,639 -451	-15%	-$45.3K	0.02%	261
2024 Q3	$311K	Buy	+3,090	New	+$311K	0.02%	242
2023 Q1	–	Sell	-3,734	Closed	-$374K	–	280
2022 Q4	$374K	Buy	3,734 +715	+24%	+$71.6K	0.04%	181
2022 Q3	$303K	Buy	+3,019	New	+$302K	0.04%	203

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

Evanson Asset Management's SGOV Position: Q1 2026 in Review

Evanson Asset Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 30% in Q1 2026, buying an estimated $240K and bringing the position to 10,473 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #132.

Evanson Asset Management first reported a position in SGOV in Q3 2022 and has held it in 9 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Evanson Asset Management held 10,473 shares of iShares 0-3 Month Treasury Bond ETF worth $1.05M as of Q1 2026.
Evanson Asset Management bought 2,386 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $240K.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of Evanson Asset Management's portfolio in Q1 2026, its #132 holding.
Evanson Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 9 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.