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Journey Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Journey Advisory Group’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 		$64.1M Buy
637,029
+550,820
+639% +$55.4M 5.47% 1
2025
Q4 		$8.65M Sell
86,209
-71,415
-45% -$7.18M 0.73% 36
2025
Q3 		$15.9M Sell
157,624
-126
-0.1% -$12.7K 1.18% 23
2025
Q2 		$15.9M Buy
157,750
+22,406
+17% +$2.25M 1.24% 20
2025
Q1 		$13.6M Buy
+135,344
New +$13.6M 1.11% 22

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Journey Advisory Group's SGOV Position: Q1 2026 in Review

Journey Advisory Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 639% in Q1 2026, buying an estimated $55.4M and bringing the position to 637,029 shares worth $64.1M. The position accounts for 5.47% of the portfolio, ranked #1.

Journey Advisory Group first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Journey Advisory Group held 637,029 shares of iShares 0-3 Month Treasury Bond ETF worth $64.1M as of Q1 2026.
  • Journey Advisory Group bought 550,820 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $55.4M.
  • iShares 0-3 Month Treasury Bond ETF made up 5.47% of Journey Advisory Group's portfolio in Q1 2026, its #1 holding.
  • Journey Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.