Fidelity Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Fidelity Investments’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	$918K	Sell	9,124 -19,628	-68%	-$1.97M	﹤0.01%	2907
2025 Q4	$2.89M	Buy	28,752 +24,475	+572%	+$2.46M	﹤0.01%	2473
2025 Q3	$431K	Sell	4,277 -476	-10%	-$47.9K	﹤0.01%	3085
2025 Q2	$479K	Buy	4,753 +3,327	+233%	+$334K	﹤0.01%	2971
2025 Q1	$144K	Sell	1,426 -2,468	-63%	-$248K	﹤0.01%	3389
2024 Q4	$391K	Buy	3,894 +1,077	+38%	+$108K	﹤0.01%	3019
2024 Q3	$284K	Buy	2,817 +2,515	+833%	+$253K	﹤0.01%	3078
2024 Q2	$30.4K	Buy	302 +156	+107%	+$15.7K	﹤0.01%	3868
2024 Q1	$14.7K	Sell	146 -206	-59%	-$20.7K	﹤0.01%	4142
2023 Q4	$35.3K	Sell	352 -8	-2%	-$803	﹤0.01%	3684
2023 Q3	$36.2K	Buy	360 +348	+2,900%	+$35K	﹤0.01%	3513
2023 Q2	$1.21K	Sell	12 -1,527	-99%	-$153K	﹤0.01%	4683
2023 Q1	$155K	Buy	1,539 +1,536	+51,200%	+$154K	﹤0.01%	3064
2022 Q4	$300	Sell	3 -70	-96%	-$7.01K	﹤0.01%	4790
2022 Q3	$7K	Buy	+73	New	+$7.31K	﹤0.01%	4209
2022 Q2	–	Sell	-119	Closed	-$12K	–	5422
2022 Q1	$12K	Buy	+119	New	+$11.9K	﹤0.01%	4203
2021 Q4	–	Sell	-1	Closed	–	–	4865
2021 Q3	$0	Hold	1	–	–	﹤0.01%	4952
2021 Q2	$0	Buy	+1	New	+$100	﹤0.01%	4800

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

Fidelity Investments's SGOV Position: Q1 2026 in Review

Fidelity Investments reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 68% in Q1 2026, selling an estimated $1.97M and leaving 9,124 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #2907.

Fidelity Investments first reported a position in SGOV in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.89M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Fidelity Investments held 9,124 shares of iShares 0-3 Month Treasury Bond ETF worth $918K as of Q1 2026.
Fidelity Investments sold 19,628 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.97M.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2907 holding.
Fidelity Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2021 and has held it in 18 quarters since.
Fidelity Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $2.89M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.