Occidental Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Occidental Asset 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	$21.3M	Buy	+211,303	New	+$21.2M	2.52%	7

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

Occidental Asset Management's SGOV Position: Q1 2026 in Review

Occidental Asset Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 211,303 shares worth $21.3M. The stake represents 2.52% of the portfolio and ranks #7 among its holdings.

1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Occidental Asset Management held 211,303 shares of iShares 0-3 Month Treasury Bond ETF worth $21.3M as of Q1 2026.
iShares 0-3 Month Treasury Bond ETF was a new Occidental Asset Management position in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up 2.52% of Occidental Asset Management's portfolio in Q1 2026, its #7 holding.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.