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

One Degree 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	$1.42M	Buy	14,086 +2,598	+23%	+$261K	0.37%	32
2025 Q4	$1.15M	Sell	11,488 -107,133	-90%	-$10.8M	0.32%	35
2025 Q3	$11.9M	Buy	118,621 +109,600	+1,215%	+$11M	3.66%	7
2025 Q2	$908K	Sell	9,021 -1,746	-16%	-$176K	0.32%	37
2025 Q1	$1.08M	Sell	10,767 -87,818	-89%	-$8.83M	0.45%	27
2024 Q4	$9.9M	Buy	98,585 +86,077	+688%	+$8.65M	4.03%	6
2024 Q3	$1.26M	Sell	12,508 -89,026	-88%	-$8.95M	0.53%	28
2024 Q2	$10.2M	Buy	101,534 +13,016	+15%	+$1.31M	4.93%	5
2024 Q1	$8.91M	Sell	88,518 -49	-0.1%	-$4.92K	4.44%	5
2023 Q4	$8.89M	Buy	+88,567	New	+$8.89M	4.54%	5

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

One Degree Advisors's SGOV Position: Q1 2026 in Review

One Degree Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q1 2026, buying an estimated $261K and bringing the position to 14,086 shares worth $1.42M. The position accounts for 0.37% of the portfolio, ranked #32.

One Degree Advisors first reported a position in SGOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.9M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

One Degree Advisors held 14,086 shares of iShares 0-3 Month Treasury Bond ETF worth $1.42M as of Q1 2026.
One Degree Advisors bought 2,598 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $261K.
iShares 0-3 Month Treasury Bond ETF made up 0.37% of One Degree Advisors's portfolio in Q1 2026, its #32 holding.
One Degree Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
One Degree Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $11.9M 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 One Degree Advisors's 13F filing for Q1 2026, filed 1 May 2026.