McIlrath & Eck’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

McIlrath & Eck’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	$51.9K	Sell	516 -55	-10%	-$5.53K	﹤0.01%	533
2025 Q4	$57.3K	Buy	571 +5	+0.9%	+$502	0.01%	327
2025 Q3	$57K	Sell	566 -4	-0.7%	-$402	0.01%	294
2025 Q2	$57.4K	Buy	570 +33	+6%	+$3.32K	0.01%	290
2025 Q1	$54.1K	Buy	537 +15	+3%	+$1.51K	0.01%	295
2024 Q4	$52.4K	Buy	522 +13	+3%	+$1.31K	0.01%	296
2024 Q3	$51.3K	Sell	509 -50	-9%	-$5.03K	0.01%	305
2024 Q2	$56.3K	Buy	559 +63	+13%	+$6.33K	0.01%	256
2024 Q1	$50K	Hold	496	–	–	0.01%	275
2023 Q4	$49.7K	Sell	496 -389	-44%	-$39.1K	0.01%	258
2023 Q3	$89.1K	Buy	+885	New	+$88.9K	0.02%	177

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

McIlrath & Eck's SGOV Position: Q1 2026 in Review

McIlrath & Eck reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.6% in Q1 2026, selling an estimated $5.53K and leaving 516 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

McIlrath & Eck first reported a position in SGOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $89.1K in Q3 2023. 1,219 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

McIlrath & Eck held 516 shares of iShares 0-3 Month Treasury Bond ETF worth $51.9K as of Q1 2026.
McIlrath & Eck sold 55 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $5.53K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #533 holding.
McIlrath & Eck first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
McIlrath & Eck's iShares 0-3 Month Treasury Bond ETF position peaked at $89.1K in Q3 2023.
1,219 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.