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Leo Wealth LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Leo Wealth LLC’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 		$1.15M Buy
11,394
+788
+7% +$79.2K 0.08% 168
2025
Q4 		$1.14M Buy
10,606
+4,948
+87% +$497K 0.08% 165
2025
Q3 		$570K Buy
+5,658
New +$569K 0.07% 161
2025
Q1 		– Sell
-2,070
Closed -$208K – 355
2024
Q4 		$208K Buy
+2,070
New +$208K 0.02% 338

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

Leo Wealth LLC's SGOV Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.4% in Q1 2026, buying an estimated $79.2K and bringing the position to 11,394 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #168.

Leo Wealth LLC first reported a position in SGOV in Q4 2024 and has held it in 4 quarters since. 1,219 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Leo Wealth LLC held 11,394 shares of iShares 0-3 Month Treasury Bond ETF worth $1.15M as of Q1 2026.
  • Leo Wealth LLC bought 788 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $79.2K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of Leo Wealth LLC's portfolio in Q1 2026, its #168 holding.
  • Leo Wealth LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,219 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.