MPWM Advisory Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

MPWM Advisory Solutions’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	$562K	Sell	5,586 -1,186	-18%	-$119K	0.3%	55
2025 Q4	$680K	Hold	6,772	–	–	0.38%	44
2025 Q3	$682K	Sell	6,772 -8,344	-55%	-$839K	0.41%	40
2025 Q2	$1.52M	Buy	15,116 +10,016	+196%	+$1.01M	0.96%	21
2025 Q1	$513K	Sell	5,100 -548	-10%	-$55.1K	0.37%	39
2024 Q4	$567K	Buy	+5,648	New	+$567K	0.41%	35

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

MPWM Advisory Solutions's SGOV Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q1 2026, selling an estimated $119K and leaving 5,586 shares worth $562K. The position accounts for 0.3% of the portfolio, ranked #55.

MPWM Advisory Solutions first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.52M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

MPWM Advisory Solutions held 5,586 shares of iShares 0-3 Month Treasury Bond ETF worth $562K as of Q1 2026.
MPWM Advisory Solutions sold 1,186 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $119K.
iShares 0-3 Month Treasury Bond ETF made up 0.3% of MPWM Advisory Solutions's portfolio in Q1 2026, its #55 holding.
MPWM Advisory Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $1.52M in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.