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Kovack Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Kovack Advisors’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 		$2.39M Buy
23,782
+344
+1% +$34.6K 0.13% 153
2025
Q4 		$2.35M Buy
23,438
+8,847
+61% +$889K 0.11% 169
2025
Q3 		$1.47M Buy
14,591
+12,269
+528% +$1.23M 0.14% 143
2025
Q2 		$234K Sell
2,322
-127
-5% -$12.8K 0.02% 523
2025
Q1 		$247K Buy
+2,449
New +$246K 0.03% 478

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

Kovack Advisors's SGOV Position: Q1 2026 in Review

Kovack Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.5% in Q1 2026, buying an estimated $34.6K and bringing the position to 23,782 shares worth $2.39M. The position accounts for 0.13% of the portfolio, ranked #153.

Kovack Advisors 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.

  • Kovack Advisors held 23,782 shares of iShares 0-3 Month Treasury Bond ETF worth $2.39M as of Q1 2026.
  • Kovack Advisors bought 344 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $34.6K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.13% of Kovack Advisors's portfolio in Q1 2026, its #153 holding.
  • Kovack Advisors 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 Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.