Miracle Mile Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Miracle Mile 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	$56.7M	Sell	563,677 -373,560	-40%	-$37.6M	0.78%	31
2025 Q4	$94.1M	Buy	937,237 +152,677	+19%	+$15.3M	1.35%	17
2025 Q3	$79M	Sell	784,560 -49,195	-6%	-$4.95M	1.18%	20
2025 Q2	$84M	Buy	833,755 +25,723	+3%	+$2.59M	1.41%	19
2025 Q1	$81.3M	Buy	808,032 +345,488	+75%	+$34.7M	1.63%	14
2024 Q4	$46.4M	Buy	462,544 +293,329	+173%	+$29.5M	0.94%	28
2024 Q3	$17M	Buy	169,215 +145,005	+599%	+$14.6M	0.39%	51
2024 Q2	$2.44M	Sell	24,210 -8,396	-26%	-$844K	0.06%	167
2024 Q1	$3.28M	Buy	+32,606	New	+$3.28M	0.08%	146

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

Miracle Mile Advisors's SGOV Position: Q1 2026 in Review

Miracle Mile Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 40% in Q1 2026, selling an estimated $37.6M and leaving 563,677 shares worth $56.7M. The position accounts for 0.78% of the portfolio, ranked #31.

Miracle Mile Advisors first reported a position in SGOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $94.1M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Miracle Mile Advisors held 563,677 shares of iShares 0-3 Month Treasury Bond ETF worth $56.7M as of Q1 2026.
Miracle Mile Advisors sold 373,560 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $37.6M.
iShares 0-3 Month Treasury Bond ETF made up 0.78% of Miracle Mile Advisors's portfolio in Q1 2026, its #31 holding.
Miracle Mile Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Miracle Mile Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $94.1M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Miracle Mile Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.