NWF Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

NWF Advisory Services’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	$780K	Buy	7,748 +236	+3%	+$23.7K	0.09%	155
2025 Q4	$754K	Sell	7,512 -11,163	-60%	-$1.12M	0.08%	154
2025 Q3	$1.88M	Buy	18,675 +3,372	+22%	+$339K	0.21%	88
2025 Q2	$1.54M	Buy	15,303 +11,299	+282%	+$1.14M	0.18%	94
2025 Q1	$403K	Buy	+4,004	New	+$402K	0.06%	204

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

NWF Advisory Services's SGOV Position: Q1 2026 in Review

NWF Advisory Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.1% in Q1 2026, buying an estimated $23.7K and bringing the position to 7,748 shares worth $780K. The position accounts for 0.09% of the portfolio, ranked #155.

NWF Advisory Services first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.88M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

NWF Advisory Services held 7,748 shares of iShares 0-3 Month Treasury Bond ETF worth $780K as of Q1 2026.
NWF Advisory Services bought 236 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $23.7K.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of NWF Advisory Services's portfolio in Q1 2026, its #155 holding.
NWF Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
NWF Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $1.88M in Q3 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.