HighTower Advisors
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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
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% +$9.56M 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

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

HighTower Advisors's SGOV Position: Q1 2026 in Review

HighTower Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 22% in Q1 2026, buying an estimated $16.2M and bringing the position to 899,725 shares worth $90.6M. The position accounts for 0.1% of the portfolio, ranked #211.

HighTower Advisors first reported a position in SGOV in Q2 2022 and has held it in 16 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • HighTower Advisors held 899,725 shares of iShares 0-3 Month Treasury Bond ETF worth $90.6M as of Q1 2026.
  • HighTower Advisors bought 161,595 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $16.2M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.1% of HighTower Advisors's portfolio in Q1 2026, its #211 holding.
  • HighTower Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.