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GenWealth Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

GenWealth Group’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 		– Sell
-23,784
Closed -$2.39M – 91
2025
Q4 		$2.39M Buy
+23,784
New +$2.39M 0.41% 33

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GenWealth Group's SGOV Position: Q1 2026 in Review

GenWealth Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 23,784 shares — an estimated $2.39M sold.

GenWealth Group first reported a position in SGOV in Q4 2025 and held it in 1 quarter. The position peaked at $2.39M in Q4 2025. 1,219 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • GenWealth Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • GenWealth Group sold 23,784 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $2.39M.
  • GenWealth Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • GenWealth Group's iShares 0-3 Month Treasury Bond ETF position peaked at $2.39M in Q4 2025.
  • 1,219 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on GenWealth Group's 13F filing for Q1 2026, filed 11 May 2026.