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

Insigneo Advisory Services’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	-5,210	Closed	-$523K	–	811
2025 Q4	$523K	Sell	5,210 -954	-15%	-$95.9K	0.04%	359
2025 Q3	$621K	Sell	6,164 -354	-5%	-$35.6K	0.04%	313
2025 Q2	$656K	Buy	+6,518	New	+$655K	0.06%	268

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

Insigneo Advisory Services's SGOV Position: Q1 2026 in Review

Insigneo Advisory Services sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 5,210 shares — an estimated $523K sold.

Insigneo Advisory Services first reported a position in SGOV in Q2 2025 and held it in 3 quarters. The position peaked at $656K in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Insigneo Advisory Services reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 5,210 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $523K.
Insigneo Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and held it in 3 quarters.
Insigneo Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $656K 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 Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.