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Guardian Wealth Advisors (North Carolina)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-2,372
Closed -$238K – 626
2025
Q4 		$238K Hold
2,372
– – 0.01% 333
2025
Q3 		$239K Buy
+2,372
New +$239K 0.02% 318
2023
Q1 		– Sell
-21,104
Closed -$2.11M – 420
2022
Q4 		$2.11M Buy
+21,104
New +$2.11M 0.41% 27

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

Guardian Wealth Advisors (North Carolina)'s SGOV Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 2,372 shares — an estimated $238K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SGOV in Q4 2022 and held it in 3 quarters. The position peaked at $2.11M in Q4 2022. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 2,372 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $238K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
  • Guardian Wealth Advisors (North Carolina)'s iShares 0-3 Month Treasury Bond ETF position peaked at $2.11M in Q4 2022.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.