Lugano Financial Advisors SA (LFA)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$1.71M	Sell	17,123 -17,938	-51%	-$1.8M	0.87%	30
2025 Q4	$3.52M	Sell	35,061 -5,143	-13%	-$517K	1.82%	13
2025 Q3	$4.03M	Buy	+40,204	New	+$4.04M	2.13%	10

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

Lugano Financial Advisors SA (LFA)'s SGOV Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 51% in Q1 2026, selling an estimated $1.8M and leaving 17,123 shares worth $1.71M. The position accounts for 0.87% of the portfolio, ranked #30.

Lugano Financial Advisors SA (LFA) first reported a position in SGOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.03M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 17,123 shares of iShares 0-3 Month Treasury Bond ETF worth $1.71M as of Q1 2026.
Lugano Financial Advisors SA (LFA) sold 17,938 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.8M.
iShares 0-3 Month Treasury Bond ETF made up 0.87% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #30 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares 0-3 Month Treasury Bond ETF position peaked at $4.03M in Q3 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.