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Minot DeBlois Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Minot DeBlois Advisors’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 		$301K Buy
+2,987
New +$300K 0.27% 72
2025
Q4 		– Sell
-1,987
Closed -$200K – 234
2025
Q3 		$200K Buy
+1,987
New +$200K 0.18% 77

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

Minot DeBlois Advisors's SGOV Position: Q1 2026 in Review

Minot DeBlois Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 2,987 shares worth $301K. The stake represents 0.27% of the portfolio and ranks #72 among its holdings. This is a return to the name: Minot DeBlois Advisors previously reported a position in SGOV as recently as Q3 2025.

Minot DeBlois Advisors first reported a position in SGOV in Q3 2025 and has held it in 2 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Minot DeBlois Advisors held 2,987 shares of iShares 0-3 Month Treasury Bond ETF worth $301K as of Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Minot DeBlois Advisors position in Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.27% of Minot DeBlois Advisors's portfolio in Q1 2026, its #72 holding.
  • Minot DeBlois Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.