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

Kestra 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	$89.7M	Buy	890,824 +537,852	+152%	+$54.1M	0.34%	49
2025 Q4	$35.4M	Buy	352,972 +53,161	+18%	+$5.34M	0.15%	129
2025 Q3	$30.2M	Buy	299,811 +19,015	+7%	+$1.91M	0.14%	141
2025 Q2	$28.3M	Buy	280,796 +42,177	+18%	+$4.24M	0.14%	132
2025 Q1	$24M	Buy	238,619 +39,596	+20%	+$3.98M	0.12%	134
2024 Q4	$20M	Buy	199,023 +20,733	+12%	+$2.08M	0.11%	179
2024 Q3	$18M	Sell	178,290 -3,557	-2%	-$358K	0.1%	218
2024 Q2	$18.3M	Buy	181,847 +1,205	+0.7%	+$121K	0.1%	213
2024 Q1	$18.2M	Buy	180,642 +4,255	+2%	+$428K	0.12%	166
2023 Q4	$17.7M	Buy	176,387 +162,023	+1,128%	+$16.3M	0.14%	143
2023 Q3	$1.45M	Buy	14,364 +7,288	+103%	+$732K	0.01%	823
2023 Q2	$712K	Buy	+7,076	New	+$710K	0.01%	1139
2023 Q1	–	Sell	-4,550	Closed	-$456K	–	2285
2022 Q4	$456K	Buy	+4,550	New	+$456K	﹤0.01%	1473

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

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

Kestra Advisory Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 152% in Q1 2026, buying an estimated $54.1M and bringing the position to 890,824 shares worth $89.7M. The position accounts for 0.34% of the portfolio, ranked #49.

Kestra Advisory Services first reported a position in SGOV in Q4 2022 and has held it in 13 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Kestra Advisory Services held 890,824 shares of iShares 0-3 Month Treasury Bond ETF worth $89.7M as of Q1 2026.
Kestra Advisory Services bought 537,852 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $54.1M.
iShares 0-3 Month Treasury Bond ETF made up 0.34% of Kestra Advisory Services's portfolio in Q1 2026, its #49 holding.
Kestra Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.