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

Maridea 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 		$10.9M Sell
107,858
-18,592
-15% -$1.87M 1.58% 9
2025
Q4 		$12.7M Sell
126,450
-28,564
-18% -$2.87M 1.91% 6
2025
Q3 		$15.6M Buy
155,014
+5,561
+4% +$559K 2.42% 6
2025
Q2 		$15M Sell
149,453
-19,687
-12% -$1.98M 3.92% 5
2025
Q1 		$17M Sell
169,140
-2,974
-2% -$299K 5.55% 3
2024
Q4 		$17.3M Buy
+172,114
New +$17.3M 5.56% 4

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Maridea Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q1 2026, selling an estimated $1.87M and leaving 107,858 shares worth $10.9M. The position accounts for 1.58% of the portfolio, ranked #9.

Maridea Wealth Management first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.3M in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Maridea Wealth Management held 107,858 shares of iShares 0-3 Month Treasury Bond ETF worth $10.9M as of Q1 2026.
  • Maridea Wealth Management sold 18,592 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.87M.
  • iShares 0-3 Month Treasury Bond ETF made up 1.58% of Maridea Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Maridea Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $17.3M in Q4 2024.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

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