MPW
SGOV icon

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

MASECO 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 		$3.89M Sell
38,611
-4,790
-11% -$482K 0.12% 39
2025
Q4 		$4.36M Sell
43,401
-5,230
-11% -$526K 0.19% 30
2025
Q3 		$4.9M Sell
48,631
-4,103
-8% -$413K 0.24% 23
2025
Q2 		$5.31M Buy
+52,734
New +$5.3M 0.2% 34

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

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

MASECO Private Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q1 2026, selling an estimated $482K and leaving 38,611 shares worth $3.89M. The position accounts for 0.12% of the portfolio, ranked #39.

MASECO Private Wealth first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.31M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • MASECO Private Wealth held 38,611 shares of iShares 0-3 Month Treasury Bond ETF worth $3.89M as of Q1 2026.
  • MASECO Private Wealth sold 4,790 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $482K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.12% of MASECO Private Wealth's portfolio in Q1 2026, its #39 holding.
  • MASECO Private Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $5.31M in Q2 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

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