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

Mount Yale 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 		$6.98M Sell
69,321
-11,950
-15% -$1.2M 0.16% 139
2025
Q4 		$8.16M Buy
81,271
+78,884
+3,305% +$7.93M 0.39% 53
2025
Q3 		$240K Buy
+2,387
New +$240K 0.02% 581

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

Mount Yale Investment Advisors's SGOV Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q1 2026, selling an estimated $1.2M and leaving 69,321 shares worth $6.98M. The position accounts for 0.16% of the portfolio, ranked #139.

Mount Yale Investment Advisors first reported a position in SGOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.16M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Mount Yale Investment Advisors held 69,321 shares of iShares 0-3 Month Treasury Bond ETF worth $6.98M as of Q1 2026.
  • Mount Yale Investment Advisors sold 11,950 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.2M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.16% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #139 holding.
  • Mount Yale Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $8.16M in Q4 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.