HighTower Advisors
SGOV icon

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

HighTower 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
Q3 		$94.6M Buy
940,063
+74,715
+9% +$7.51M 0.09% 218
2026
Q2 		$87.1M Sell
865,348
-34,377
-4% -$3.46M 0.08% 238
2026
Q1 		$90.6M Buy
899,725
+161,595
+22% +$16.2M 0.1% 211
2025
Q4 		$74.1M Buy
738,130
+65,890
+10% +$6.62M 0.08% 243
2025
Q3 		$67.7M Buy
672,240
+13,937
+2% +$1.4M 0.08% 263
2025
Q2 		$66.3M Buy
658,303
+296,200
+82% +$29.8M 0.08% 250
2025
Q1 		$36.5M Buy
362,103
+49,228
+16% +$4.95M 0.05% 380
2024
Q4 		$31.4M Sell
312,875
-42,369
-12% -$4.26M 0.04% 394
2024
Q3 		$35.8M Sell
355,244
-34,100
-9% -$3.43M 0.05% 355
2024
Q2 		$39.2M Buy
389,344
+75,158
+24% +$7.55M 0.06% 319
2024
Q1 		$31.6M Buy
314,186
+36,001
+13% +$3.62M 0.05% 361
2023
Q4 		$27.9M Buy
278,185
+95,216
+52% +$9.6M 0.05% 386
2023
Q3 		$18.4M Buy
182,969
+26,646
+17% +$2.68M 0.03% 473
2023
Q2 		$15.7M Buy
156,323
+147,686
+1,710% +$14.8M 0.03% 510
2023
Q1 		$869K Buy
8,637
+3,223
+60% +$323K ﹤0.01% 1755
2022
Q4 		$543K Buy
5,414
+2,653
+96% +$266K ﹤0.01% 2077
2022
Q3 		$277K Sell
2,761
-57,601
-95% -$5.77M ﹤0.01% 2396
2022
Q2 		$6.05M Buy
+60,362
New +$6.04M 0.02% 733

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Robinhood Asset Management
Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

HighTower Advisors's SGOV Position: Q3 2026 in Review

HighTower Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8.6% in Q3 2026, buying an estimated $7.51M and bringing the position to 940,063 shares worth $94.6M. The position accounts for 0.09% of the portfolio, ranked #218.

HighTower Advisors first reported a position in SGOV in Q2 2022 and has held it in 18 quarters since. 1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • HighTower Advisors held 940,063 shares of iShares 0-3 Month Treasury Bond ETF worth $94.6M as of Q3 2026.
  • HighTower Advisors bought 74,715 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $7.51M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.09% of HighTower Advisors's portfolio in Q3 2026, its #218 holding.
  • HighTower Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • 1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.