Integrity Alliance’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Integrity Alliance’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	$5.62M	Sell	55,840 -34,660	-38%	-$3.48M	0.21%	102
2025 Q4	$9.08M	Sell	90,500 -22,566	-20%	-$2.27M	0.33%	78
2025 Q3	$11.4M	Sell	113,066 -71,894	-39%	-$7.23M	0.54%	49
2025 Q2	$18.6M	Sell	184,960 -324,196	-64%	-$32.6M	1.02%	27
2025 Q1	$51.3M	Buy	509,156 +427,576	+524%	+$43M	2.03%	6
2024 Q4	$8.18M	Buy	+81,580	New	+$8.19M	0.89%	33

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

Integrity Alliance's SGOV Position: Q1 2026 in Review

Integrity Alliance reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 38% in Q1 2026, selling an estimated $3.48M and leaving 55,840 shares worth $5.62M. The position accounts for 0.21% of the portfolio, ranked #102.

Integrity Alliance first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.3M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Integrity Alliance held 55,840 shares of iShares 0-3 Month Treasury Bond ETF worth $5.62M as of Q1 2026.
Integrity Alliance sold 34,660 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $3.48M.
iShares 0-3 Month Treasury Bond ETF made up 0.21% of Integrity Alliance's portfolio in Q1 2026, its #102 holding.
Integrity Alliance first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Integrity Alliance's iShares 0-3 Month Treasury Bond ETF position peaked at $51.3M 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 Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.