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High Note Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

High Note Wealth’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 		$9.96K Hold
99
– – ﹤0.01% 379
2025
Q4 		$9.94K Hold
99
– – ﹤0.01% 340
2025
Q3 		$9.97K Hold
99
– – ﹤0.01% 314
2025
Q2 		$9.97K Hold
99
– – ﹤0.01% 303
2025
Q1 		$9.97K Hold
99
– – ﹤0.01% 294
2024
Q4 		$9.93K Buy
+99
New +$9.95K ﹤0.01% 298

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

High Note Wealth's SGOV Position: Q1 2026 in Review

High Note Wealth held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q1 2026 at 99 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

High Note Wealth first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.97K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • High Note Wealth held 99 shares of iShares 0-3 Month Treasury Bond ETF worth $9.96K as of Q1 2026.
  • High Note Wealth 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 High Note Wealth's portfolio in Q1 2026, its #379 holding.
  • High Note Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $9.97K 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 High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.