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Howe & Rusling’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Howe & Rusling’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 		$215K Buy
+2,132
New +$214K 0.01% 290
2025
Q4 		– Sell
-3,529
Closed -$355K – 497
2025
Q3 		$355K Buy
+3,529
New +$355K 0.02% 218

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

Howe & Rusling's SGOV Position: Q1 2026 in Review

Howe & Rusling opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 2,132 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in SGOV as recently as Q3 2025.

Howe & Rusling first reported a position in SGOV in Q3 2025 and has held it in 2 quarters since. The position peaked at $355K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Howe & Rusling held 2,132 shares of iShares 0-3 Month Treasury Bond ETF worth $215K as of Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Howe & Rusling position in Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #290 holding.
  • Howe & Rusling first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • Howe & Rusling's iShares 0-3 Month Treasury Bond ETF position peaked at $355K in Q3 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.