IFS Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

IFS Advisors’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	$17.8M	Buy	177,167 +2,029	+1%	+$204K	9.19%	3
2025 Q4	$17.6M	Sell	175,138 -36,619	-17%	-$3.68M	9.13%	3
2025 Q3	$21.3M	Sell	211,757 -1,932	-0.9%	-$194K	12.48%	2
2025 Q2	$21.5M	Buy	213,689 +8,991	+4%	+$904K	16.28%	2
2025 Q1	$20.6M	Buy	204,698 +8,527	+4%	+$857K	16.73%	2
2024 Q4	$19.7M	Sell	196,171 -942	-0.5%	-$94.6K	15.47%	2
2024 Q3	$19.9M	Buy	197,113 +13,992	+8%	+$1.41M	15.72%	2
2024 Q2	$18.4M	Buy	183,121 +26,387	+17%	+$2.65M	15.55%	2
2024 Q1	$15.8M	Buy	+156,734	New	+$15.8M	13.78%	2

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

IFS Advisors's SGOV Position: Q1 2026 in Review

IFS Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.2% in Q1 2026, buying an estimated $204K and bringing the position to 177,167 shares worth $17.8M. The position accounts for 9.19% of the portfolio, ranked #3.

IFS Advisors first reported a position in SGOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $21.5M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

IFS Advisors held 177,167 shares of iShares 0-3 Month Treasury Bond ETF worth $17.8M as of Q1 2026.
IFS Advisors bought 2,029 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $204K.
iShares 0-3 Month Treasury Bond ETF made up 9.19% of IFS Advisors's portfolio in Q1 2026, its #3 holding.
IFS Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
IFS Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $21.5M in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.