Harbour Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Harbour Investments’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	$985K	Buy	9,781 +4,644	+90%	+$467K	0.02%	767
2025 Q4	$516K	Sell	5,137 -1,956	-28%	-$197K	0.01%	842
2025 Q3	$714K	Buy	7,093 +76	+1%	+$7.64K	0.02%	682
2025 Q2	$707K	Buy	7,017 +3,987	+132%	+$401K	0.02%	653
2025 Q1	$305K	Sell	3,030 -37	-1%	-$3.72K	0.01%	915
2024 Q4	$308K	Buy	3,067 +478	+18%	+$48K	0.01%	861
2024 Q3	$261K	Buy	2,589 +196	+8%	+$19.7K	0.01%	905
2024 Q2	$241K	Buy	2,393 +15	+0.6%	+$1.51K	0.01%	874
2024 Q1	$240K	Sell	2,378 -1,110	-32%	-$112K	0.01%	850
2023 Q4	$350K	Sell	3,488 -827	-19%	-$83K	0.01%	663
2023 Q3	$434K	Sell	4,315 -376	-8%	-$37.8K	0.02%	532
2023 Q2	$472K	Buy	4,691 +499	+12%	+$50.1K	0.02%	512
2023 Q1	$422K	Buy	+4,192	New	+$421K	0.02%	519

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

Harbour Investments's SGOV Position: Q1 2026 in Review

Harbour Investments increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 90% in Q1 2026, buying an estimated $467K and bringing the position to 9,781 shares worth $985K. The position accounts for 0.02% of the portfolio, ranked #767.

Harbour Investments first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Harbour Investments held 9,781 shares of iShares 0-3 Month Treasury Bond ETF worth $985K as of Q1 2026.
Harbour Investments bought 4,644 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $467K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #767 holding.
Harbour Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.