Glen Eagle Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Glen Eagle 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	$2.52M	Buy	25,002 +1	+0%	+$101	0.35%	55
2025 Q4	$2.51M	Sell	25,001 -358	-1%	-$36K	0.34%	58
2025 Q3	$2.55M	Sell	25,359 -7	-0%	-$704	0.35%	53
2025 Q2	$2.55M	Sell	25,366 -204	-0.8%	-$20.5K	0.39%	51
2025 Q1	$2.57M	Sell	25,570 -305	-1%	-$30.7K	0.43%	44
2024 Q4	$2.6M	Sell	25,875 -23	-0.1%	-$2.31K	0.43%	49
2024 Q3	$2.61M	Sell	25,898 -129	-0.5%	-$13K	0.44%	48
2024 Q2	$2.62M	Sell	26,027 -474	-2%	-$47.6K	0.48%	45
2024 Q1	$2.67M	Sell	26,501 -1,248	-4%	-$125K	0.51%	43
2023 Q4	$2.78M	Sell	27,749 -1,321	-5%	-$133K	0.58%	40
2023 Q3	$2.93M	Sell	29,070 -12,708	-30%	-$1.28M	0.68%	32
2023 Q2	$4.2M	Sell	41,778 -1,176	-3%	-$118K	0.97%	24
2023 Q1	$4.32M	Sell	42,954 -1,134	-3%	-$114K	1.08%	22
2022 Q4	$4.42M	Sell	44,088 -4,175	-9%	-$418K	1.21%	19
2022 Q3	$4.84M	Buy	48,263 +4,191	+10%	+$420K	1.41%	14
2022 Q2	$4.41M	Buy	+44,072	New	+$4.41M	1.2%	17

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

Glen Eagle Advisors's SGOV Position: Q1 2026 in Review

Glen Eagle Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0% in Q1 2026, buying an estimated $101 and bringing the position to 25,002 shares worth $2.52M. The position accounts for 0.35% of the portfolio, ranked #55.

Glen Eagle Advisors first reported a position in SGOV in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.84M in Q3 2022. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Glen Eagle Advisors held 25,002 shares of iShares 0-3 Month Treasury Bond ETF worth $2.52M as of Q1 2026.
Glen Eagle Advisors bought 1 iShares 0-3 Month Treasury Bond ETF share in Q1 2026, an estimated $101.
iShares 0-3 Month Treasury Bond ETF made up 0.35% of Glen Eagle Advisors's portfolio in Q1 2026, its #55 holding.
Glen Eagle Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
Glen Eagle Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $4.84M in Q3 2022.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.