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

Integrated Advisors Network’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	$7.17M	Buy	71,258 +14,425	+25%	+$1.45M	0.38%	62
2025 Q4	$5.7M	Buy	56,833 +14,653	+35%	+$1.47M	0.25%	96
2025 Q3	$4.25M	Sell	42,180 -8,789	-17%	-$884K	0.18%	140
2025 Q2	$5.13M	Buy	50,969 +30,045	+144%	+$3.02M	0.23%	109
2025 Q1	$2.11M	Buy	20,924 +13,366	+177%	+$1.34M	0.11%	200
2024 Q4	$758K	Buy	7,558 +3,850	+104%	+$387K	0.04%	357
2024 Q3	$373K	Sell	3,708 -1,400	-27%	-$141K	0.02%	545
2024 Q2	$514K	Sell	5,108 -1,214	-19%	-$122K	0.03%	437
2024 Q1	$637K	Buy	6,322 +3,487	+123%	+$350K	0.03%	404
2023 Q4	$284K	Sell	2,835 -9,585	-77%	-$963K	0.02%	570
2023 Q3	$1.25M	Sell	12,420 -6	-0%	-$603	0.08%	243
2023 Q2	$1.25M	Buy	12,426 +620	+5%	+$62.3K	0.07%	249
2023 Q1	$1.19M	Sell	11,806 -1,050	-8%	-$105K	0.07%	260
2022 Q4	$1.29M	Buy	12,856 +10,186	+381%	+$1.02M	0.08%	246
2022 Q3	$268K	Buy	+2,670	New	+$267K	0.02%	528

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

Integrated Advisors Network's SGOV Position: Q1 2026 in Review

Integrated Advisors Network increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 25% in Q1 2026, buying an estimated $1.45M and bringing the position to 71,258 shares worth $7.17M. The position accounts for 0.38% of the portfolio, ranked #62.

Integrated Advisors Network first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Integrated Advisors Network held 71,258 shares of iShares 0-3 Month Treasury Bond ETF worth $7.17M as of Q1 2026.
Integrated Advisors Network bought 14,425 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.45M.
iShares 0-3 Month Treasury Bond ETF made up 0.38% of Integrated Advisors Network's portfolio in Q1 2026, its #62 holding.
Integrated Advisors Network first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.