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

EverSource 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	$2.89M	Buy	28,706 +12,316	+75%	+$1.24M	0.09%	170
2025 Q4	$1.65M	Buy	16,390 +2,827	+21%	+$284K	0.06%	229
2025 Q3	$1.37M	Sell	13,563 -2,211	-14%	-$222K	0.05%	237
2025 Q2	$1.59M	Buy	15,774 +132	+0.8%	+$13.3K	0.07%	194
2025 Q1	$1.57M	Buy	15,642 +7,551	+93%	+$759K	0.09%	184
2024 Q4	$812K	Buy	8,091 +55	+0.7%	+$5.53K	0.05%	275
2024 Q3	$809K	Buy	8,036 +995	+14%	+$100K	0.05%	250
2024 Q2	$709K	Sell	7,041 -960	-12%	-$96.5K	0.05%	263
2024 Q1	$806K	Buy	8,001 +641	+9%	+$64.4K	0.06%	207
2023 Q4	$738K	Buy	+7,360	New	+$739K	0.07%	198
2023 Q3	–	Sell	-282	Closed	-$28.4K	–	2642
2023 Q2	$28.4K	Buy	+282	New	+$28.3K	﹤0.01%	1023

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

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

EverSource Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 75% in Q1 2026, buying an estimated $1.24M and bringing the position to 28,706 shares worth $2.89M. The position accounts for 0.09% of the portfolio, ranked #170.

EverSource Wealth Advisors first reported a position in SGOV in Q2 2023 and has held it in 11 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

EverSource Wealth Advisors held 28,706 shares of iShares 0-3 Month Treasury Bond ETF worth $2.89M as of Q1 2026.
EverSource Wealth Advisors bought 12,316 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.24M.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of EverSource Wealth Advisors's portfolio in Q1 2026, its #170 holding.
EverSource 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.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

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