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SGOV icon

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

NewEdge 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 		$31.6M Buy
313,448
+191,141
+156% +$19.2M 0.11% 179
2025
Q4 		$12.3M Sell
122,307
-8,218
-6% -$826K 0.04% 373
2025
Q3 		$13.1M Buy
130,525
+39,717
+44% +$3.99M 0.06% 327
2025
Q2 		$9.14M Buy
90,808
+6,954
+8% +$699K 0.05% 388
2025
Q1 		$8.44M Buy
83,854
+19,613
+31% +$1.97M 0.05% 363
2024
Q4 		$6.44M Buy
64,241
+3,386
+6% +$340K 0.04% 415
2024
Q3 		$6.13M Sell
60,855
-7,944
-12% -$799K 0.04% 414
2024
Q2 		$6.93M Buy
68,799
+5,137
+8% +$516K 0.05% 353
2024
Q1 		$6.41M Sell
63,662
-33,987
-35% -$3.42M 0.06% 326
2023
Q4 		$9.79M Buy
97,649
+38,077
+64% +$3.82M 0.09% 211
2023
Q3 		$6M Buy
59,572
+7,949
+15% +$798K 0.07% 286
2023
Q2 		$5.19M Buy
51,623
+9
+0% +$904 0.06% 313
2023
Q1 		$5.19M Buy
51,614
+18,789
+57% +$1.88M 0.06% 295
2022
Q4 		$456K Buy
32,825
+28,310
+627% +$2.84M 0.01% 825
2022
Q3 		$453K Sell
4,515
-9,023
-67% -$903K 0.01% 1009
2022
Q2 		$1.35M Buy
+13,538
New +$1.35M 0.02% 558

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 $445B AUM 25.58% 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

NewEdge Advisors's SGOV Position: Q1 2026 in Review

NewEdge Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 156% in Q1 2026, buying an estimated $19.2M and bringing the position to 313,448 shares worth $31.6M. The position accounts for 0.11% of the portfolio, ranked #179.

NewEdge Advisors first reported a position in SGOV in Q2 2022 and has held it in 16 quarters since. 1,215 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • NewEdge Advisors held 313,448 shares of iShares 0-3 Month Treasury Bond ETF worth $31.6M as of Q1 2026.
  • NewEdge Advisors bought 191,141 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $19.2M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.11% of NewEdge Advisors's portfolio in Q1 2026, its #179 holding.
  • NewEdge Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.