Magnolia Private Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Magnolia Private Wealth’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	$807K	Sell	8,018 -3,852	-32%	-$387K	0.54%	49
2025 Q4	$1.19M	Sell	11,870 -16,376	-58%	-$1.65M	0.83%	27
2025 Q3	$2.84M	Sell	28,246 -9,290	-25%	-$934K	2.09%	12
2025 Q2	$3.78M	Sell	37,536 -35,176	-48%	-$3.54M	2.93%	7
2025 Q1	$7.32M	Sell	72,712 -15,085	-17%	-$1.52M	6.03%	1
2024 Q4	$8.81M	Buy	+87,797	New	+$8.82M	7.57%	1

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 $8.4B AUM 51.89% 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

Magnolia Private Wealth's SGOV Position: Q1 2026 in Review

Magnolia Private Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 32% in Q1 2026, selling an estimated $387K and leaving 8,018 shares worth $807K. The position accounts for 0.54% of the portfolio, ranked #49.

Magnolia Private Wealth first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.81M in Q4 2024. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Magnolia Private Wealth held 8,018 shares of iShares 0-3 Month Treasury Bond ETF worth $807K as of Q1 2026.
Magnolia Private Wealth sold 3,852 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $387K.
iShares 0-3 Month Treasury Bond ETF made up 0.54% of Magnolia Private Wealth's portfolio in Q1 2026, its #49 holding.
Magnolia Private Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Magnolia Private Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $8.81M in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.