Liberty Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Liberty Wealth Management’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	-14,437	Closed	-$1.45M	–	278
2025 Q4	$1.45M	Buy	14,437 +12,343	+589%	+$1.24M	0.19%	75
2025 Q3	$211K	Buy	2,094 +22	+1%	+$2.21K	0.03%	232
2025 Q2	$209K	Buy	+2,072	New	+$208K	0.03%	217
2023 Q3	–	Sell	-2,793	Closed	-$281K	–	190
2023 Q2	$281K	Buy	+2,793	New	+$280K	0.07%	144

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Liberty Wealth Management's SGOV Position: Q1 2026 in Review

Liberty Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 14,437 shares — an estimated $1.45M sold.

Liberty Wealth Management first reported a position in SGOV in Q2 2023 and held it in 4 quarters. The position peaked at $1.45M in Q4 2025. 1,219 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Liberty Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Liberty Wealth Management sold 14,437 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.45M.
Liberty Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 4 quarters.
Liberty Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.45M 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 Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.