Greenwich Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Greenwich Wealth Management’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	$15.4M	Buy	152,994 +50,735	+50%	+$5.1M	0.63%	29
2025 Q4	$10.3M	Buy	102,259 +30,360	+42%	+$3.05M	0.46%	37
2025 Q3	$7.24M	Buy	71,899 +40,841	+131%	+$4.11M	0.36%	39
2025 Q2	$3.13M	Sell	31,058 -26,620	-46%	-$2.68M	0.15%	67
2025 Q1	$5.81M	Sell	57,678 -22,439	-28%	-$2.26M	0.44%	33
2024 Q4	$8.04M	Sell	80,117 -31,209	-28%	-$3.14M	0.57%	28
2024 Q3	$11.2M	Buy	111,326 +27,988	+34%	+$2.81M	0.76%	19
2024 Q2	$8.39M	Sell	83,338 -7,567	-8%	-$761K	0.61%	24
2024 Q1	$9.15M	Buy	90,905 +765	+0.8%	+$76.9K	0.73%	21
2023 Q4	$9.04M	Sell	90,140 -31,632	-26%	-$3.18M	0.89%	18
2023 Q3	$12.3M	Sell	121,772 -9,642	-7%	-$968K	1.3%	12
2023 Q2	$13.2M	Sell	131,414 -8,330	-6%	-$836K	1.39%	10
2023 Q1	$14.1M	Buy	139,744 +11,396	+9%	+$1.14M	1.53%	10
2022 Q4	$12.9M	Buy	128,348 +16,668	+15%	+$1.67M	1.41%	11
2022 Q3	$11.2M	Buy	+111,680	New	+$11.2M	1.19%	11

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

Greenwich Wealth Management's SGOV Position: Q1 2026 in Review

Greenwich Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 50% in Q1 2026, buying an estimated $5.1M and bringing the position to 152,994 shares worth $15.4M. The position accounts for 0.63% of the portfolio, ranked #29.

Greenwich Wealth Management first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Greenwich Wealth Management held 152,994 shares of iShares 0-3 Month Treasury Bond ETF worth $15.4M as of Q1 2026.
Greenwich Wealth Management bought 50,735 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $5.1M.
iShares 0-3 Month Treasury Bond ETF made up 0.63% of Greenwich Wealth Management's portfolio in Q1 2026, its #29 holding.
Greenwich Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.