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

First Pacific 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	–	Sell	-40,837	Closed	-$4.1M	–	91
2025 Q4	$4.1M	Buy	40,837 +4,265	+12%	+$429K	0.05%	48
2025 Q3	$3.68M	Sell	36,572 -11,551	-24%	-$1.16M	0.05%	46
2025 Q2	$4.85M	Buy	48,123 +6,307	+15%	+$634K	0.07%	43
2025 Q1	$4.21M	Sell	41,816 -14,180	-25%	-$1.43M	0.07%	43
2024 Q4	$5.62M	Buy	55,996 +14,755	+36%	+$1.48M	0.08%	41
2024 Q3	$4.15M	Buy	+41,241	New	+$4.15M	0.06%	47

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

First Pacific Advisors's SGOV Position: Q1 2026 in Review

First Pacific Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 40,837 shares — an estimated $4.1M sold.

First Pacific Advisors first reported a position in SGOV in Q3 2024 and held it in 6 quarters. The position peaked at $5.62M in Q4 2024. 1,219 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

First Pacific Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
First Pacific Advisors sold 40,837 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $4.1M.
First Pacific Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and held it in 6 quarters.
First Pacific Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $5.62M in Q4 2024.
1,219 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

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