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

MONECO 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	$60.4M	Sell	600,219 -72,528	-11%	-$7.29M	4.69%	1
2025 Q4	$67.5M	Buy	672,747 +6,662	+1%	+$670K	5.36%	1
2025 Q3	$67.1M	Buy	666,085 +57,415	+9%	+$5.77M	5.6%	1
2025 Q2	$61.3M	Buy	608,670 +70,973	+13%	+$7.13M	5.7%	1
2025 Q1	$54.1M	Buy	537,697 +12,421	+2%	+$1.25M	5.6%	1
2024 Q4	$52.7M	Buy	525,276 +328,542	+167%	+$33M	5.56%	1
2024 Q3	$19.8M	Buy	196,734 +184,465	+1,504%	+$18.5M	2.47%	3
2024 Q2	$1.24M	Sell	12,269 -513	-4%	-$51.6K	0.18%	126
2024 Q1	$1.29M	Buy	+12,782	New	+$1.28M	0.2%	120

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

MONECO Advisors's SGOV Position: Q1 2026 in Review

MONECO Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q1 2026, selling an estimated $7.29M and leaving 600,219 shares worth $60.4M. The position accounts for 4.69% of the portfolio, ranked #1.

MONECO Advisors first reported a position in SGOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $67.5M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

MONECO Advisors held 600,219 shares of iShares 0-3 Month Treasury Bond ETF worth $60.4M as of Q1 2026.
MONECO Advisors sold 72,528 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $7.29M.
iShares 0-3 Month Treasury Bond ETF made up 4.69% of MONECO Advisors's portfolio in Q1 2026, its #1 holding.
MONECO Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
MONECO Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $67.5M 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 MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.