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

Keystone 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 		– Sell
-2,484
Closed -$249K – 320
2025
Q4 		$249K Buy
2,484
+401
+19% +$40.3K 0.05% 217
2025
Q3 		$210K Buy
2,083
+1
+0% +$101 0.05% 287
2025
Q2 		$210K Buy
+2,082
New +$209K 0.05% 269

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Keystone Wealth Services sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 2,484 shares — an estimated $249K sold.

Keystone Wealth Services first reported a position in SGOV in Q2 2025 and held it in 3 quarters. The position peaked at $249K in Q4 2025. 1,219 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Keystone Wealth Services reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Keystone Wealth Services sold 2,484 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $249K.
  • Keystone Wealth Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and held it in 3 quarters.
  • Keystone Wealth Services's iShares 0-3 Month Treasury Bond ETF position peaked at $249K in Q4 2025.
  • 1,219 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.