Oakwell Private Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Oakwell Private Wealth Management’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	$3.74M	Buy	37,130 +16,172	+77%	+$1.63M	0.67%	21
2025 Q4	$2.1M	Buy	20,958 +8,324	+66%	+$837K	0.39%	28
2025 Q3	$1.27M	Buy	12,634 +1,571	+14%	+$158K	0.26%	38
2025 Q2	$1.11M	Buy	+11,063	New	+$1.11M	0.26%	37

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

Oakwell Private Wealth Management's SGOV Position: Q1 2026 in Review

Oakwell Private Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 77% in Q1 2026, buying an estimated $1.63M and bringing the position to 37,130 shares worth $3.74M. The position accounts for 0.67% of the portfolio, ranked #21.

Oakwell Private Wealth Management first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Oakwell Private Wealth Management held 37,130 shares of iShares 0-3 Month Treasury Bond ETF worth $3.74M as of Q1 2026.
Oakwell Private Wealth Management bought 16,172 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.63M.
iShares 0-3 Month Treasury Bond ETF made up 0.67% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #21 holding.
Oakwell Private Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.