MAM
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Milestone Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Milestone Asset 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
Q3 		$30.9M Buy
307,206
+15,352
+5% +$1.54M 4.9% 2
2026
Q2 		$29.4M Sell
291,854
-78,185
-21% -$7.86M 4.62% 2
2026
Q1 		$37.2M Buy
370,039
+202,666
+121% +$20.4M 6.87% 1
2025
Q4 		$16.8M Buy
+167,373
New +$16.8M 3.17% 6

Other funds holding SGOV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Milestone Asset Management's SGOV Position: Q3 2026 in Review

Milestone Asset Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.3% in Q3 2026, buying an estimated $1.54M and bringing the position to 307,206 shares worth $30.9M. The position accounts for 4.9% of the portfolio, ranked #2.

Milestone Asset Management first reported a position in SGOV in Q4 2025 and has held it in 4 quarters since. The position peaked at $37.2M in Q1 2026. 207 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Milestone Asset Management held 307,206 shares of iShares 0-3 Month Treasury Bond ETF worth $30.9M as of Q3 2026.
  • Milestone Asset Management bought 15,352 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $1.54M.
  • iShares 0-3 Month Treasury Bond ETF made up 4.9% of Milestone Asset Management's portfolio in Q3 2026, its #2 holding.
  • Milestone Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Milestone Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $37.2M in Q1 2026.
  • 207 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.