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Horizon Family Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Horizon Family 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 		$2.48M Buy
24,648
+4,041
+20% +$406K 1.31% 20
2025
Q4 		$2.07M Buy
+20,607
New +$2.07M 1.1% 26

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 $8.4B AUM 51.89% 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

Horizon Family Wealth's SGOV Position: Q1 2026 in Review

Horizon Family Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 20% in Q1 2026, buying an estimated $406K and bringing the position to 24,648 shares worth $2.48M. The position accounts for 1.31% of the portfolio, ranked #20.

Horizon Family Wealth first reported a position in SGOV in Q4 2025 and has held it in 2 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Horizon Family Wealth held 24,648 shares of iShares 0-3 Month Treasury Bond ETF worth $2.48M as of Q1 2026.
  • Horizon Family Wealth bought 4,041 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $406K.
  • iShares 0-3 Month Treasury Bond ETF made up 1.31% of Horizon Family Wealth's portfolio in Q1 2026, its #20 holding.
  • Horizon Family Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.