First Wilshire Securities Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

First Wilshire Securities Management’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	$67.1M	Buy	666,152 +282,128	+73%	+$28.4M	15.11%	1
2025 Q4	$38.5M	Buy	384,024 +205,540	+115%	+$20.7M	9.7%	1
2025 Q3	$18M	Sell	178,484 -201,514	-53%	-$20.3M	4.78%	5
2025 Q2	$38.3M	Sell	379,998 -41,840	-10%	-$4.21M	10.42%	1
2025 Q1	$42.5M	Buy	421,838 +28,780	+7%	+$2.89M	12.18%	1
2024 Q4	$39.4M	Buy	393,058 +24,253	+7%	+$2.44M	10.71%	1
2024 Q3	$37.1M	Buy	368,805 +85,278	+30%	+$8.57M	10.44%	2
2024 Q2	$28.6M	Buy	283,527 +31,133	+12%	+$3.13M	8.73%	2
2024 Q1	$25.4M	Buy	252,394 +214,368	+564%	+$21.5M	7.44%	3
2023 Q4	$3.81M	Sell	38,026 -7,188	-16%	-$722K	1.23%	27
2023 Q3	$4.55M	Buy	+45,214	New	+$4.54M	1.56%	25

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

First Wilshire Securities Management's SGOV Position: Q1 2026 in Review

First Wilshire Securities Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 73% in Q1 2026, buying an estimated $28.4M and bringing the position to 666,152 shares worth $67.1M. The position accounts for 15.11% of the portfolio, ranked #1.

First Wilshire Securities Management first reported a position in SGOV in Q3 2023 and has held it in 11 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

First Wilshire Securities Management held 666,152 shares of iShares 0-3 Month Treasury Bond ETF worth $67.1M as of Q1 2026.
First Wilshire Securities Management bought 282,128 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $28.4M.
iShares 0-3 Month Treasury Bond ETF made up 15.11% of First Wilshire Securities Management's portfolio in Q1 2026, its #1 holding.
First Wilshire Securities Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 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 First Wilshire Securities Management's 13F filing for Q1 2026, filed 12 May 2026.