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

Meridian 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	$2.79M	Buy	27,745 +3,276	+13%	+$329K	0.1%	182
2025 Q4	$2.46M	Sell	24,469 -902	-4%	-$90.6K	0.09%	198
2025 Q3	$2.55M	Buy	25,371 +3,887	+18%	+$391K	0.1%	185
2025 Q2	$2.16M	Buy	21,484 +4,997	+30%	+$502K	0.09%	194
2025 Q1	$1.66M	Sell	16,487 -61	-0.4%	-$6.13K	0.08%	203
2024 Q4	$1.66M	Buy	16,548 +4,417	+36%	+$444K	0.08%	213
2024 Q3	$1.22M	Buy	12,131 +2,109	+21%	+$212K	0.06%	248
2024 Q2	$1.01M	Buy	+10,022	New	+$1.01M	0.12%	115
2024 Q1	–	Sell	-4,961	Closed	-$497K	–	462
2023 Q4	$497K	Buy	4,961 +1,031	+26%	+$104K	0.03%	384
2023 Q3	$396K	Buy	3,930 +1,124	+40%	+$113K	0.02%	409
2023 Q2	$282K	Buy	2,806 +493	+21%	+$49.5K	0.02%	448
2023 Q1	$233K	Buy	+2,313	New	+$232K	0.02%	480

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

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

Meridian Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q1 2026, buying an estimated $329K and bringing the position to 27,745 shares worth $2.79M. The position accounts for 0.1% of the portfolio, ranked #182.

Meridian Wealth Management first reported a position in SGOV in Q1 2023 and has held it in 12 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Meridian Wealth Management held 27,745 shares of iShares 0-3 Month Treasury Bond ETF worth $2.79M as of Q1 2026.
Meridian Wealth Management bought 3,276 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $329K.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of Meridian Wealth Management's portfolio in Q1 2026, its #182 holding.
Meridian Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.