Guild Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Guild Investment 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	$393K	Hold	3,900	–	–	0.28%	32
2025 Q4	$391K	Hold	3,900	–	–	0.29%	36
2025 Q3	$393K	Hold	3,900	–	–	0.31%	37
2025 Q2	$393K	Hold	3,900	–	–	0.34%	38
2025 Q1	$393K	Buy	3,900 +500	+15%	+$50.3K	0.41%	35
2024 Q4	$341K	Sell	3,400 -100	-3%	-$10K	0.37%	33
2024 Q3	$353K	Sell	3,500 -1,350	-28%	-$136K	0.39%	35
2024 Q2	$488K	Buy	+4,850	New	+$488K	0.56%	35
2024 Q1	–	Sell	-5,030	Closed	-$504K	–	52
2023 Q4	$504K	Buy	+5,030	New	+$505K	0.8%	34

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

Guild Investment Management's SGOV Position: Q1 2026 in Review

Guild Investment Management held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q1 2026 at 3,900 shares worth $393K. The position accounts for 0.28% of the portfolio, ranked #32.

Guild Investment Management first reported a position in SGOV in Q4 2023 and has held it in 9 quarters since. The position peaked at $504K in Q4 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Guild Investment Management held 3,900 shares of iShares 0-3 Month Treasury Bond ETF worth $393K as of Q1 2026.
Guild Investment Management left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.28% of Guild Investment Management's portfolio in Q1 2026, its #32 holding.
Guild Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
Guild Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $504K in Q4 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Guild Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.