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HeadInvest LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

HeadInvest LLC’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 		$4.42M Buy
43,883
+114
+0.3% +$11.5K 0.91% 38
2025
Q4 		$4.39M Buy
43,769
+2,961
+7% +$298K 0.87% 38
2025
Q3 		$4.11M Buy
40,808
+2,602
+7% +$262K 0.85% 40
2025
Q2 		$3.85M Buy
38,206
+90
+0.2% +$9.05K 0.82% 39
2025
Q1 		$3.84M Buy
38,116
+8,476
+29% +$852K 0.75% 40
2024
Q4 		$2.97M Buy
29,640
+1,295
+5% +$130K 0.56% 49
2024
Q3 		$2.85M Hold
28,345
– – 0.53% 48
2024
Q2 		$2.85M Buy
28,345
+2,661
+10% +$267K 0.56% 44
2024
Q1 		$2.59M Buy
25,684
+14,140
+122% +$1.42M 0.5% 52
2023
Q4 		$1.16M Buy
11,544
+2,416
+26% +$243K 0.24% 80
2023
Q3 		$915K Buy
9,128
+5,130
+128% +$515K 0.2% 87
2023
Q2 		$401K Buy
3,998
+315
+9% +$31.6K 0.09% 159
2023
Q1 		$370K Sell
3,683
-200
-5% -$20.1K 0.08% 162
2022
Q4 		$389K Buy
+3,883
New +$389K 0.09% 155

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

HeadInvest LLC's SGOV Position: Q1 2026 in Review

HeadInvest LLC increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.26% in Q1 2026, buying an estimated $11.5K and bringing the position to 43,883 shares worth $4.42M. The position accounts for 0.91% of the portfolio, ranked #38.

HeadInvest LLC first reported a position in SGOV in Q4 2022 and has held it in 14 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • HeadInvest LLC held 43,883 shares of iShares 0-3 Month Treasury Bond ETF worth $4.42M as of Q1 2026.
  • HeadInvest LLC bought 114 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $11.5K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.91% of HeadInvest LLC's portfolio in Q1 2026, its #38 holding.
  • HeadInvest LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on HeadInvest LLC's 13F filing for Q1 2026, filed 15 May 2026.