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

Lido 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	$17.9M	Sell	178,195 -37,893	-18%	-$3.81M	0.05%	221
2025 Q4	$21.8M	Buy	216,088 +2,685	+1%	+$270K	0.07%	189
2025 Q3	$21.5M	Buy	213,403 +40,497	+23%	+$4.07M	0.07%	178
2025 Q2	$17.4M	Buy	172,906 +33,211	+24%	+$3.34M	0.07%	176
2025 Q1	$14.1M	Buy	139,695 +32,830	+31%	+$3.3M	0.06%	190
2024 Q4	$10.7M	Buy	106,865 +42,263	+65%	+$4.25M	0.05%	211
2024 Q3	$6.51M	Buy	64,602 +27,272	+73%	+$2.74M	0.03%	273
2024 Q2	$3.76M	Buy	37,330 +8,988	+32%	+$903K	0.02%	326
2024 Q1	$2.85M	Buy	28,342 +7,021	+33%	+$706K	0.02%	365
2023 Q4	$2.14M	Buy	21,321 +9,170	+75%	+$921K	0.01%	406
2023 Q3	$1.22M	Sell	12,151 -39,878	-77%	-$4.01M	0.01%	486
2023 Q2	$5.24M	Buy	52,029 +34,728	+201%	+$3.49M	0.04%	219
2023 Q1	$1.74M	Buy	17,301 +4,663	+37%	+$468K	0.02%	370
2022 Q4	$1.27M	Sell	12,638 -13,475	-52%	-$1.35M	0.02%	367
2022 Q3	$2.62M	Buy	+26,113	New	+$2.61M	0.03%	219

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

Lido Advisors's SGOV Position: Q1 2026 in Review

Lido Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q1 2026, selling an estimated $3.81M and leaving 178,195 shares worth $17.9M. The position accounts for 0.05% of the portfolio, ranked #221.

Lido Advisors first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. The position peaked at $21.8M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Lido Advisors held 178,195 shares of iShares 0-3 Month Treasury Bond ETF worth $17.9M as of Q1 2026.
Lido Advisors sold 37,893 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $3.81M.
iShares 0-3 Month Treasury Bond ETF made up 0.05% of Lido Advisors's portfolio in Q1 2026, its #221 holding.
Lido Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
Lido Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $21.8M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.