Integrated Wealth Concepts’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Integrated Wealth Concepts’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	$7.03M	Buy	69,813 +24,343	+54%	+$2.45M	0.06%	321
2025 Q4	$4.56M	Sell	45,470 -25,305	-36%	-$2.54M	0.05%	310
2025 Q3	$7.13M	Buy	70,775 +2,648	+4%	+$266K	0.06%	289
2025 Q2	$6.86M	Sell	68,127 -7,665	-10%	-$771K	0.07%	270
2025 Q1	$7.63M	Buy	75,792 +2,591	+4%	+$260K	0.09%	226
2024 Q4	$7.34M	Buy	73,201 +16,409	+29%	+$1.65M	0.09%	224
2024 Q3	$5.72M	Buy	56,792 +1,888	+3%	+$190K	0.07%	259
2024 Q2	$5.53M	Buy	54,904 +1,531	+3%	+$154K	0.08%	245
2024 Q1	$5.38M	Buy	53,373 +6,027	+13%	+$606K	0.08%	255
2023 Q4	$4.75M	Buy	47,346 +6,592	+16%	+$662K	0.08%	244
2023 Q3	$4.1M	Buy	40,754 +16,102	+65%	+$1.62M	0.07%	262
2023 Q2	$2.48M	Buy	24,652 +9,148	+59%	+$919K	0.04%	382
2023 Q1	$1.56M	Buy	15,504 +7,436	+92%	+$746K	0.03%	482
2022 Q4	$808K	Buy	+8,068	New	+$808K	0.02%	518

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 Wealth Concepts's SGOV Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 54% in Q1 2026, buying an estimated $2.45M and bringing the position to 69,813 shares worth $7.03M. The position accounts for 0.06% of the portfolio, ranked #321.

Integrated Wealth Concepts first reported a position in SGOV in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.63M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Integrated Wealth Concepts held 69,813 shares of iShares 0-3 Month Treasury Bond ETF worth $7.03M as of Q1 2026.
Integrated Wealth Concepts bought 24,343 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $2.45M.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #321 holding.
Integrated Wealth Concepts first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Integrated Wealth Concepts's iShares 0-3 Month Treasury Bond ETF position peaked at $7.63M in Q1 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.