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Heritage Wealth Management (Texas)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Heritage Wealth Management (Texas)’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 		$8.43M Buy
83,780
+832
+1% +$83.6K 3.6% 8
2025
Q4 		$8.33M Buy
82,948
+6,163
+8% +$619K 3.61% 8
2025
Q3 		$7.73M Buy
76,785
+5,430
+8% +$546K 3.41% 8
2025
Q2 		$7.19M Buy
71,355
+6,558
+10% +$659K 3.57% 8
2025
Q1 		$6.52M Buy
64,797
+4,599
+8% +$462K 3.78% 8
2024
Q4 		$6.04M Sell
60,198
-2,671
-4% -$268K 3.55% 7
2024
Q3 		$6.33M Sell
62,869
-817
-1% -$82.1K 3.67% 7
2024
Q2 		$6.41M Buy
63,686
+14,137
+29% +$1.42M 4% 7
2024
Q1 		$4.99M Buy
49,549
+3,670
+8% +$369K 3.24% 7
2023
Q4 		$4.6M Buy
45,879
+42,161
+1,134% +$4.23M 3.24% 7
2023
Q3 		$374K Buy
+3,718
New +$373K 0.34% 21
2023
Q2 		– Sell
-3,541
Closed -$356K – 26
2023
Q1 		$356K Sell
3,541
-4,001
-53% -$401K 0.34% 18
2022
Q4 		$755K Buy
+7,542
New +$756K 0.77% 14

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 $6.11B AUM 33.56% 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

Heritage Wealth Management (Texas)'s SGOV Position: Q1 2026 in Review

Heritage Wealth Management (Texas) increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1% in Q1 2026, buying an estimated $83.6K and bringing the position to 83,780 shares worth $8.43M. The position accounts for 3.6% of the portfolio, ranked #8.

Heritage Wealth Management (Texas) first reported a position in SGOV in Q4 2022 and has held it in 13 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Heritage Wealth Management (Texas) held 83,780 shares of iShares 0-3 Month Treasury Bond ETF worth $8.43M as of Q1 2026.
  • Heritage Wealth Management (Texas) bought 832 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $83.6K.
  • iShares 0-3 Month Treasury Bond ETF made up 3.6% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #8 holding.
  • Heritage Wealth Management (Texas) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 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 Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.