Great Valley Advisor Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Great Valley Advisor 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	$4.71M	Buy	46,771 +15,220	+48%	+$1.53M	0.09%	205
2025 Q4	$3.17M	Buy	31,551 +10,577	+50%	+$1.06M	0.06%	257
2025 Q3	$2.11M	Buy	20,974 +1,079	+5%	+$108K	0.04%	323
2025 Q2	$2M	Buy	19,895 +2,577	+15%	+$259K	0.04%	317
2025 Q1	$1.74M	Buy	17,318 +3,320	+24%	+$334K	0.04%	337
2024 Q4	$1.4M	Buy	13,998 +1,000	+8%	+$100K	0.03%	380
2024 Q3	$1.31M	Buy	12,998 +6,852	+111%	+$689K	0.03%	382
2024 Q2	$619K	Buy	6,146 +1,753	+40%	+$176K	0.02%	485
2024 Q1	$442K	Sell	4,393 -367	-8%	-$36.9K	0.01%	519
2023 Q4	$477K	Sell	4,760 -540	-10%	-$54.2K	0.02%	471
2023 Q3	$534K	Buy	+5,300	New	+$532K	0.02%	423

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

Great Valley Advisor Group's SGOV Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 48% in Q1 2026, buying an estimated $1.53M and bringing the position to 46,771 shares worth $4.71M. The position accounts for 0.09% of the portfolio, ranked #205.

Great Valley Advisor Group first reported a position in SGOV in Q3 2023 and has held it in 11 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Great Valley Advisor Group held 46,771 shares of iShares 0-3 Month Treasury Bond ETF worth $4.71M as of Q1 2026.
Great Valley Advisor Group bought 15,220 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.53M.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of Great Valley Advisor Group's portfolio in Q1 2026, its #205 holding.
Great Valley Advisor Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

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