Foster & Motley’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Foster & Motley’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	$1.62M	Buy	16,050 +2,275	+17%	+$229K	0.08%	188
2025 Q4	$1.38M	Buy	13,775 +46	+0.3%	+$4.62K	0.07%	199
2025 Q3	$1.38M	Sell	13,729 -850	-6%	-$85.5K	0.07%	200
2025 Q2	$1.47M	Sell	14,579 -10,237	-41%	-$1.03M	0.08%	197
2025 Q1	$2.5M	Sell	24,816 -15,559	-39%	-$1.56M	0.16%	135
2024 Q4	$4.05M	Buy	40,375 +26,025	+181%	+$2.61M	0.26%	95
2024 Q3	$1.45M	Buy	14,350 +1,612	+13%	+$162K	0.09%	184
2024 Q2	$1.28M	Buy	+12,738	New	+$1.28M	0.09%	186

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

Foster & Motley's SGOV Position: Q1 2026 in Review

Foster & Motley increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q1 2026, buying an estimated $229K and bringing the position to 16,050 shares worth $1.62M. The position accounts for 0.08% of the portfolio, ranked #188.

Foster & Motley first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.05M in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Foster & Motley held 16,050 shares of iShares 0-3 Month Treasury Bond ETF worth $1.62M as of Q1 2026.
Foster & Motley bought 2,275 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $229K.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of Foster & Motley's portfolio in Q1 2026, its #188 holding.
Foster & Motley first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Foster & Motley's iShares 0-3 Month Treasury Bond ETF position peaked at $4.05M in Q4 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.