Garden State Investment Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Garden State Investment Advisory Services’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	$201K	Buy	+2,000	New	+$201K	0.04%	289
2023 Q1	–	Sell	-8,494	Closed	-$851K	–	243
2022 Q4	$851K	Buy	+8,494	New	+$851K	0.5%	47

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 $8.4B AUM 51.89% 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

Garden State Investment Advisory Services's SGOV Position: Q1 2026 in Review

Garden State Investment Advisory Services opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 2,000 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #289 among its holdings. This is a return to the name: Garden State Investment Advisory Services previously reported a position in SGOV as recently as Q4 2022.

Garden State Investment Advisory Services first reported a position in SGOV in Q4 2022 and has held it in 2 quarters since. The position peaked at $851K in Q4 2022. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Garden State Investment Advisory Services held 2,000 shares of iShares 0-3 Month Treasury Bond ETF worth $201K as of Q1 2026.
iShares 0-3 Month Treasury Bond ETF was a new Garden State Investment Advisory Services position in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #289 holding.
Garden State Investment Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 2 quarters since.
Garden State Investment Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $851K in Q4 2022.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.