Money Concepts Capital’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Money Concepts Capital’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	$11.5M	Buy	114,644 +62,702	+121%	+$6.3M	0.64%	29
2025 Q4	$5.21M	Buy	51,942 +36,284	+232%	+$3.65M	0.29%	70
2025 Q3	$1.58M	Buy	15,658 +10,742	+219%	+$1.08M	0.1%	195
2025 Q2	$495K	Buy	+4,916	New	+$494K	0.03%	310
2023 Q1	–	Sell	-4	Closed	-$401	–	2487
2022 Q4	$401	Hold	4	–	–	﹤0.01%	3032
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1654
2022 Q2	$0	Buy	+4	New	+$400	﹤0.01%	2448

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

Money Concepts Capital's SGOV Position: Q1 2026 in Review

Money Concepts Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 121% in Q1 2026, buying an estimated $6.3M and bringing the position to 114,644 shares worth $11.5M. The position accounts for 0.64% of the portfolio, ranked #29.

Money Concepts Capital first reported a position in SGOV in Q2 2022 and has held it in 7 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Money Concepts Capital held 114,644 shares of iShares 0-3 Month Treasury Bond ETF worth $11.5M as of Q1 2026.
Money Concepts Capital bought 62,702 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $6.3M.
iShares 0-3 Month Treasury Bond ETF made up 0.64% of Money Concepts Capital's portfolio in Q1 2026, its #29 holding.
Money Concepts Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 7 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.