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

GM Advisory 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	$233M	Sell	2,314,674 -178,817	-7%	-$18M	8.97%	2
2025 Q4	$250M	Sell	2,493,491 -76,108	-3%	-$7.65M	9.81%	2
2025 Q3	$259M	Buy	2,569,599 +1,358,619	+112%	+$137M	11%	2
2025 Q2	$122M	Sell	1,210,980 -272,446	-18%	-$27.4M	6.03%	2
2025 Q1	$149M	Buy	1,483,426 +146,540	+11%	+$14.7M	8.06%	2
2024 Q4	$134M	Buy	1,336,886 +383,084	+40%	+$38.5M	7.42%	2
2024 Q3	$96.1M	Buy	953,802 +192,891	+25%	+$19.4M	5.76%	3
2024 Q2	$76.6M	Sell	760,911 -5,331	-0.7%	-$536K	4.94%	3
2024 Q1	$77.2M	Sell	766,242 -341,828	-31%	-$34.4M	5.41%	3
2023 Q4	$111M	Sell	1,108,070 -168,984	-13%	-$17M	8.39%	2
2023 Q3	$129M	Buy	1,277,054 +296,315	+30%	+$29.8M	10.5%	2
2023 Q2	$98.7M	Buy	980,739 +145,435	+17%	+$14.6M	8.17%	3
2023 Q1	$84M	Buy	835,304 +253,932	+44%	+$25.5M	7.65%	3
2022 Q4	$58.2M	Buy	581,372 +78,538	+16%	+$7.87M	6.21%	4
2022 Q3	$50.4M	Buy	+502,834	New	+$50.3M	6.34%	5
2021 Q2	–	Sell	-11,725	Closed	-$1.17M	–	214
2021 Q1	$1.17M	Buy	+11,725	New	+$1.17M	0.14%	73

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GM Advisory Group's SGOV Position: Q1 2026 in Review

GM Advisory Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.2% in Q1 2026, selling an estimated $18M and leaving 2,314,674 shares worth $233M. The position accounts for 8.97% of the portfolio, ranked #2.

GM Advisory Group first reported a position in SGOV in Q1 2021 and has held it in 16 quarters since. The position peaked at $259M in Q3 2025. 1,218 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

GM Advisory Group held 2,314,674 shares of iShares 0-3 Month Treasury Bond ETF worth $233M as of Q1 2026.
GM Advisory Group sold 178,817 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $18M.
iShares 0-3 Month Treasury Bond ETF made up 8.97% of GM Advisory Group's portfolio in Q1 2026, its #2 holding.
GM Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2021 and has held it in 16 quarters since.
GM Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $259M in Q3 2025.
1,218 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.