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

Horizon Investments’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	$13.8M	Buy	137,776 +72,221	+110%	+$7.26M	0.15%	112
2025 Q4	$6.58M	Buy	65,555 +10,242	+19%	+$1.03M	0.08%	208
2025 Q3	$5.53M	Buy	55,313 +13,652	+33%	+$1.37M	0.07%	218
2025 Q2	$4.17M	Sell	41,661 -11,080	-21%	-$1.11M	0.07%	218
2025 Q1	$5.27M	Sell	52,741 -11,624	-18%	-$1.17M	0.16%	77
2024 Q4	$6.43M	Sell	64,365 -278	-0.4%	-$27.9K	0.18%	60
2024 Q3	$6.46M	Sell	64,643 -312	-0.5%	-$31.4K	0.17%	55
2024 Q2	$6.48M	Buy	64,955 +262	+0.4%	+$26.3K	0.18%	58
2024 Q1	$6.46M	Buy	64,693 +9,367	+17%	+$941K	0.17%	71
2023 Q4	$5.52M	Sell	55,326 -9,681	-15%	-$972K	0.15%	72
2023 Q3	$6.49M	Buy	+65,007	New	+$6.53M	0.2%	63

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Horizon Investments's SGOV Position: Q1 2026 in Review

Horizon Investments increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 110% in Q1 2026, buying an estimated $7.26M and bringing the position to 137,776 shares worth $13.8M. The position accounts for 0.15% of the portfolio, ranked #112.

Horizon Investments first reported a position in SGOV in Q3 2023 and has held it in 11 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Horizon Investments held 137,776 shares of iShares 0-3 Month Treasury Bond ETF worth $13.8M as of Q1 2026.
Horizon Investments bought 72,221 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $7.26M.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of Horizon Investments's portfolio in Q1 2026, its #112 holding.
Horizon Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.