HRT Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

HRT Financial’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	$11.9M	Buy	+118,216	New	+$11.9M	0.03%	553
2025 Q4	–	Sell	-111,887	Closed	-$11.3M	–	3945
2025 Q3	$11.3M	Buy	111,887 +11,858	+12%	+$1.19M	0.04%	351
2025 Q2	$10.1M	Buy	100,029 +41,672	+71%	+$4.19M	0.04%	306
2025 Q1	$5.87M	Buy	+58,357	New	+$5.87M	0.04%	378
2024 Q4	–	Sell	-32,324	Closed	-$3.25M	–	3137
2024 Q3	$3.25M	Buy	+32,324	New	+$3.25M	0.02%	654
2023 Q2	–	Sell	-50,966	Closed	-$5.13M	–	3186
2023 Q1	$5.13M	Buy	50,966 +30,596	+150%	+$3.07M	0.06%	255
2022 Q4	$2.04M	Buy	20,370 +7,329	+56%	+$734K	0.03%	585
2022 Q3	$1.31M	Buy	+13,041	New	+$1.31M	0.01%	776

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

HRT Financial's SGOV Position: Q1 2026 in Review

HRT Financial opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 118,216 shares worth $11.9M. The stake represents 0.03% of the portfolio and ranks #553 among its holdings. This is a return to the name: HRT Financial previously reported a position in SGOV as recently as Q3 2025.

HRT Financial first reported a position in SGOV in Q3 2022 and has held it in 8 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

HRT Financial held 118,216 shares of iShares 0-3 Month Treasury Bond ETF worth $11.9M as of Q1 2026.
iShares 0-3 Month Treasury Bond ETF was a new HRT Financial position in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of HRT Financial's portfolio in Q1 2026, its #553 holding.
HRT Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 8 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.