IFG Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

IFG Advisory’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	–	Sell	-10,675	Closed	-$1.07M	–	776
2025 Q4	$1.07M	Buy	10,675 +1,489	+16%	+$150K	0.05%	349
2025 Q3	$925K	Buy	9,186 +123	+1%	+$12.4K	0.04%	370
2025 Q2	$913K	Buy	9,063 +5,059	+126%	+$509K	0.05%	366
2025 Q1	$403K	Buy	4,004 +105	+3%	+$10.6K	0.02%	485
2024 Q4	$391K	Buy	+3,899	New	+$392K	0.02%	468
2024 Q3	–	Sell	-6,935	Closed	-$699K	–	569
2024 Q2	$699K	Buy	+6,935	New	+$697K	0.04%	346

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

IFG Advisory's SGOV Position: Q1 2026 in Review

IFG Advisory sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 10,675 shares — an estimated $1.07M sold.

IFG Advisory first reported a position in SGOV in Q2 2024 and held it in 6 quarters. The position peaked at $1.07M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

IFG Advisory reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 10,675 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.07M.
IFG Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and held it in 6 quarters.
IFG Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $1.07M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.