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Frazier Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Frazier Financial 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 		$50.4K Buy
501
+417
+496% +$41.9K 0.03% 183
2025
Q4 		$8.39K Buy
84
+2
+2% +$201 0.01% 386
2025
Q3 		$8.3K Buy
+82
New +$8.24K 0.01% 377
2025
Q2 		– Hold
0
– – – 603
2025
Q1 		– Hold
0
– – – 598

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Frazier Financial Advisors's SGOV Position: Q1 2026 in Review

Frazier Financial Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 496% in Q1 2026, buying an estimated $41.9K and bringing the position to 501 shares worth $50.4K. The position accounts for 0.03% of the portfolio, ranked #183.

Frazier Financial Advisors first reported a position in SGOV in Q3 2025 and has held it in 3 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Frazier Financial Advisors held 501 shares of iShares 0-3 Month Treasury Bond ETF worth $50.4K as of Q1 2026.
  • Frazier Financial Advisors bought 417 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $41.9K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.03% of Frazier Financial Advisors's portfolio in Q1 2026, its #183 holding.
  • Frazier Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.