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

Faithward 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	$6.43M	Buy	63,835 +7,895	+14%	+$794K	0.92%	31
2025 Q4	$5.62M	Sell	55,940 -12,859	-19%	-$1.29M	0.82%	23
2025 Q3	$6.93M	Sell	68,799 -2,081	-3%	-$209K	1.03%	19
2025 Q2	$7.14M	Buy	70,880 +35,499	+100%	+$3.57M	1.11%	22
2025 Q1	$3.56M	Buy	35,381 +4,691	+15%	+$471K	0.62%	46
2024 Q4	$3.08M	Buy	30,690 +23,303	+315%	+$2.34M	0.52%	58
2024 Q3	$744K	Sell	7,387 -2,657	-26%	-$267K	0.13%	130
2024 Q2	$1.01M	Buy	10,044 +255	+3%	+$25.6K	0.18%	115
2024 Q1	$986K	Buy	9,789 +1,576	+19%	+$158K	0.18%	106
2023 Q4	$824K	Buy	8,213 +7,838	+2,090%	+$787K	0.18%	89
2023 Q3	$37.7K	Buy	+375	New	+$37.7K	0.01%	188

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

Faithward Advisors's SGOV Position: Q1 2026 in Review

Faithward Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q1 2026, buying an estimated $794K and bringing the position to 63,835 shares worth $6.43M. The position accounts for 0.92% of the portfolio, ranked #31.

Faithward Advisors first reported a position in SGOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.14M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Faithward Advisors held 63,835 shares of iShares 0-3 Month Treasury Bond ETF worth $6.43M as of Q1 2026.
Faithward Advisors bought 7,895 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $794K.
iShares 0-3 Month Treasury Bond ETF made up 0.92% of Faithward Advisors's portfolio in Q1 2026, its #31 holding.
Faithward Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Faithward Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $7.14M 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 Faithward Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.