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

Evermay Wealth 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	$4.64M	Sell	46,131 -4,076	-8%	-$410K	0.51%	25
2025 Q4	$5.04M	Buy	50,207 +10,835	+28%	+$1.09M	0.57%	24
2025 Q3	$3.96M	Buy	39,372 +719	+2%	+$72.3K	0.45%	25
2025 Q2	$3.89M	Sell	38,653 -2,565	-6%	-$258K	0.48%	24
2025 Q1	$4.15M	Sell	41,218 -8,404	-17%	-$845K	0.54%	23
2024 Q4	$4.98M	Sell	49,622 -5,455	-10%	-$548K	0.75%	22
2024 Q3	$5.55M	Sell	55,077 -198,949	-78%	-$20M	0.89%	20
2024 Q2	$25.6M	Sell	254,026 -92,582	-27%	-$9.31M	4.1%	6
2024 Q1	$34.9M	Buy	346,608 +148,215	+75%	+$14.9M	5.27%	5
2023 Q4	$19.9M	Buy	198,393 +183,751	+1,255%	+$18.5M	3.67%	7
2023 Q3	$1.47M	Buy	+14,642	New	+$1.47M	0.3%	39

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

Evermay Wealth Management's SGOV Position: Q1 2026 in Review

Evermay Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8.1% in Q1 2026, selling an estimated $410K and leaving 46,131 shares worth $4.64M. The position accounts for 0.51% of the portfolio, ranked #25.

Evermay Wealth Management first reported a position in SGOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $34.9M in Q1 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Evermay Wealth Management held 46,131 shares of iShares 0-3 Month Treasury Bond ETF worth $4.64M as of Q1 2026.
Evermay Wealth Management sold 4,076 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $410K.
iShares 0-3 Month Treasury Bond ETF made up 0.51% of Evermay Wealth Management's portfolio in Q1 2026, its #25 holding.
Evermay Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Evermay Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $34.9M in Q1 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.