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Moneta Group Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Moneta Group Investment 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 		$2.9M Buy
28,775
+19,572
+213% +$1.97M 0.02% 228
2025
Q4 		$924K Buy
+9,203
New +$925K 0.01% 373

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 $8.4B AUM 51.89% 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

Moneta Group Investment Advisors's SGOV Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 213% in Q1 2026, buying an estimated $1.97M and bringing the position to 28,775 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #228.

Moneta Group Investment Advisors first reported a position in SGOV in Q4 2025 and has held it in 2 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Moneta Group Investment Advisors held 28,775 shares of iShares 0-3 Month Treasury Bond ETF worth $2.9M as of Q1 2026.
  • Moneta Group Investment Advisors bought 19,572 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.97M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #228 holding.
  • Moneta Group Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.