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

Grantvest Financial 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 		$658K Sell
6,539
-2,890
-31% -$291K 0.43% 53
2025
Q4 		$946K Sell
9,429
-22,325
-70% -$2.24M 0.61% 38
2025
Q3 		$3.2M Sell
31,754
-19,121
-38% -$1.92M 2.21% 4
2025
Q2 		$5.12M Sell
50,875
-3,929
-7% -$395K 3.8% 3
2025
Q1 		$5.52M Buy
54,804
+1,258
+2% +$126K 4.48% 3
2024
Q4 		$5.37M Buy
+53,546
New +$5.38M 6% 1

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 $8.4B AUM 51.89% 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

Grantvest Financial Group's SGOV Position: Q1 2026 in Review

Grantvest Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 31% in Q1 2026, selling an estimated $291K and leaving 6,539 shares worth $658K. The position accounts for 0.43% of the portfolio, ranked #53.

Grantvest Financial Group first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.52M in Q1 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Grantvest Financial Group held 6,539 shares of iShares 0-3 Month Treasury Bond ETF worth $658K as of Q1 2026.
  • Grantvest Financial Group sold 2,890 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $291K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.43% of Grantvest Financial Group's portfolio in Q1 2026, its #53 holding.
  • Grantvest Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Grantvest Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $5.52M in Q1 2025.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

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