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

Kestra Private Wealth 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	$20.1M	Buy	199,325 +51,279	+35%	+$5.15M	0.25%	89
2025 Q4	$14.9M	Buy	148,046 +41,335	+39%	+$4.15M	0.18%	122
2025 Q3	$10.7M	Sell	106,711 -93,654	-47%	-$9.42M	0.14%	167
2025 Q2	$20.2M	Buy	200,365 +9,178	+5%	+$923K	0.29%	67
2025 Q1	$19.2M	Buy	191,187 +26,553	+16%	+$2.67M	0.32%	66
2024 Q4	$16.5M	Buy	164,634 +145,814	+775%	+$14.6M	0.28%	75
2024 Q3	$1.9M	Sell	18,820 -14,619	-44%	-$1.47M	0.03%	434
2024 Q2	$3.37M	Buy	33,439 +17,642	+112%	+$1.77M	0.07%	277
2024 Q1	$1.59M	Buy	15,797 +2,753	+21%	+$277K	0.04%	438
2023 Q4	$1.31M	Buy	13,044 +10,503	+413%	+$1.05M	0.03%	452
2023 Q3	$256K	Buy	2,541 +32	+1%	+$3.21K	0.01%	937
2023 Q2	$252K	Buy	+2,509	New	+$252K	0.01%	878

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 Private Wealth Services's SGOV Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 35% in Q1 2026, buying an estimated $5.15M and bringing the position to 199,325 shares worth $20.1M. The position accounts for 0.25% of the portfolio, ranked #89.

Kestra Private Wealth Services first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $20.2M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Kestra Private Wealth Services held 199,325 shares of iShares 0-3 Month Treasury Bond ETF worth $20.1M as of Q1 2026.
Kestra Private Wealth Services bought 51,279 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $5.15M.
iShares 0-3 Month Treasury Bond ETF made up 0.25% of Kestra Private Wealth Services's portfolio in Q1 2026, its #89 holding.
Kestra Private Wealth Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Kestra Private Wealth Services's iShares 0-3 Month Treasury Bond ETF position peaked at $20.2M in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.