Meeder Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Meeder Advisory Services’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	$37.1M	Buy	369,041 +113,809	+45%	+$11.4M	1.55%	12
2025 Q4	$25.6M	Buy	255,232 +22,766	+10%	+$2.29M	1.1%	21
2025 Q3	$23.4M	Sell	232,466 -5,575	-2%	-$561K	1.09%	21
2025 Q2	$24M	Buy	238,041 +9,865	+4%	+$992K	1.24%	17
2025 Q1	$23M	Buy	228,176 +43,239	+23%	+$4.35M	1.38%	13
2024 Q4	$18.6M	Buy	184,937 +6,280	+4%	+$631K	1.16%	19
2024 Q3	$18M	Buy	+178,657	New	+$18M	1.17%	16
2024 Q1	–	Sell	-3,933	Closed	-$394K	–	457
2023 Q4	$394K	Buy	3,933 +1,852	+89%	+$186K	0.05%	300
2023 Q3	$209K	Buy	+2,081	New	+$209K	0.03%	387

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

Meeder Advisory Services's SGOV Position: Q1 2026 in Review

Meeder Advisory Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 45% in Q1 2026, buying an estimated $11.4M and bringing the position to 369,041 shares worth $37.1M. The position accounts for 1.55% of the portfolio, ranked #12.

Meeder Advisory Services first reported a position in SGOV in Q3 2023 and has held it in 9 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Meeder Advisory Services held 369,041 shares of iShares 0-3 Month Treasury Bond ETF worth $37.1M as of Q1 2026.
Meeder Advisory Services bought 113,809 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $11.4M.
iShares 0-3 Month Treasury Bond ETF made up 1.55% of Meeder Advisory Services's portfolio in Q1 2026, its #12 holding.
Meeder Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 9 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.