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HFM Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

HFM Investment Advisors’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 		$11.7K Hold
116
– – ﹤0.01% 111
2025
Q4 		$11.6K Hold
116
– – ﹤0.01% 116
2025
Q3 		$11.7K Hold
116
– – ﹤0.01% 79
2025
Q2 		$11.7K Hold
116
– – 0.01% 79
2025
Q1 		$11.7K Buy
+116
New +$11.7K 0.01% 73

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

HFM Investment Advisors's SGOV Position: Q1 2026 in Review

HFM Investment Advisors held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q1 2026 at 116 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #111.

HFM Investment Advisors first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.7K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • HFM Investment Advisors held 116 shares of iShares 0-3 Month Treasury Bond ETF worth $11.7K as of Q1 2026.
  • HFM Investment Advisors left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #111 holding.
  • HFM Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $11.7K in Q3 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.