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Freestone Capital Holdings’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Freestone Capital Holdings’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 		$338K Buy
3,355
+1,040
+45% +$105K 0.01% 426
2025
Q4 		$232K Sell
2,315
-1,253
-35% -$126K 0.01% 488
2025
Q3 		$359K Buy
3,568
+304
+9% +$30.6K 0.01% 398
2025
Q2 		$329K Sell
3,264
-36
-1% -$3.62K 0.01% 348
2025
Q1 		$332K Sell
3,300
-93
-3% -$9.35K 0.01% 343
2024
Q4 		$340K Sell
3,393
-72
-2% -$7.23K 0.01% 335
2024
Q3 		$349K Buy
+3,465
New +$348K 0.01% 338

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

Freestone Capital Holdings's SGOV Position: Q1 2026 in Review

Freestone Capital Holdings increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 45% in Q1 2026, buying an estimated $105K and bringing the position to 3,355 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #426.

Freestone Capital Holdings first reported a position in SGOV in Q3 2024 and has held it in 7 quarters since. The position peaked at $359K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Freestone Capital Holdings held 3,355 shares of iShares 0-3 Month Treasury Bond ETF worth $338K as of Q1 2026.
  • Freestone Capital Holdings bought 1,040 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $105K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #426 holding.
  • Freestone Capital Holdings first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Freestone Capital Holdings's iShares 0-3 Month Treasury Bond ETF position peaked at $359K in Q3 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.