Financial Strategies Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Financial Strategies Group’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	$5.7M	Buy	56,624 +13,221	+30%	+$1.33M	0.95%	30
2025 Q4	$4.36M	Buy	43,403 +3,684	+9%	+$370K	0.79%	30
2025 Q3	$3.99M	Buy	39,719 +9,926	+33%	+$998K	0.76%	32
2025 Q2	$2.99M	Buy	29,793 +2,130	+8%	+$214K	0.62%	32
2025 Q1	$2.78M	Buy	27,663 +10,070	+57%	+$1.01M	0.66%	33
2024 Q4	$1.77M	Buy	17,593 +2,784	+19%	+$280K	0.42%	38
2024 Q3	$1.49M	Sell	14,809 -3,216	-18%	-$323K	0.35%	38
2024 Q2	$1.81M	Buy	18,025 +8,882	+97%	+$893K	0.46%	35
2024 Q1	$918K	Buy	9,143 +2,928	+47%	+$294K	0.25%	43
2023 Q4	$625K	Buy	6,215 +2,638	+74%	+$265K	0.18%	47
2023 Q3	$359K	Buy	+3,577	New	+$359K	0.11%	57

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 $8.4B AUM 51.89% 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

Financial Strategies Group's SGOV Position: Q1 2026 in Review

Financial Strategies Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 30% in Q1 2026, buying an estimated $1.33M and bringing the position to 56,624 shares worth $5.7M. The position accounts for 0.95% of the portfolio, ranked #30.

Financial Strategies Group first reported a position in SGOV in Q3 2023 and has held it in 11 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Financial Strategies Group held 56,624 shares of iShares 0-3 Month Treasury Bond ETF worth $5.7M as of Q1 2026.
Financial Strategies Group bought 13,221 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.33M.
iShares 0-3 Month Treasury Bond ETF made up 0.95% of Financial Strategies Group's portfolio in Q1 2026, its #30 holding.
Financial Strategies Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.