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

MSH Capital 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	$1.41M	Buy	14,004 +3,287	+31%	+$330K	0.3%	88
2025 Q4	$1.08M	Buy	10,717 +7,017	+190%	+$705K	0.23%	108
2025 Q3	$373K	Buy	+3,700	New	+$372K	0.1%	187

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

MSH Capital Advisors's SGOV Position: Q1 2026 in Review

MSH Capital Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 31% in Q1 2026, buying an estimated $330K and bringing the position to 14,004 shares worth $1.41M. The position accounts for 0.3% of the portfolio, ranked #88.

MSH Capital Advisors first reported a position in SGOV in Q3 2025 and has held it in 3 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

MSH Capital Advisors held 14,004 shares of iShares 0-3 Month Treasury Bond ETF worth $1.41M as of Q1 2026.
MSH Capital Advisors bought 3,287 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $330K.
iShares 0-3 Month Treasury Bond ETF made up 0.3% of MSH Capital Advisors's portfolio in Q1 2026, its #88 holding.
MSH Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.