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Oppenheimer & Co’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Oppenheimer & Co’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 		$26.4M Buy
262,378
+216,350
+470% +$21.7M 0.32% 54
2025
Q4 		$4.62M Buy
46,028
+27,900
+154% +$2.8M 0.07% 319
2025
Q3 		$1.83M Sell
18,128
-2,351
-11% -$236K 0.02% 636
2025
Q2 		$2.06M Sell
20,479
-4,167
-17% -$419K 0.03% 567
2025
Q1 		$2.48M Buy
24,646
+21,210
+617% +$2.13M 0.04% 486
2024
Q4 		$345K Sell
3,436
-1,196
-26% -$120K 0.01% 1202
2024
Q3 		$467K Sell
4,632
-13,038
-74% -$1.31M 0.01% 1059
2024
Q2 		$1.78M Buy
17,670
+3,634
+26% +$365K 0.03% 569
2024
Q1 		$1.41M Sell
14,036
-26,541
-65% -$2.67M 0.02% 620
2023
Q4 		$4.07M Buy
40,577
+24,335
+150% +$2.44M 0.07% 306
2023
Q3 		$1.64M Sell
16,242
-366
-2% -$36.8K 0.03% 517
2023
Q2 		$1.67M Buy
16,608
+1,277
+8% +$128K 0.03% 521
2023
Q1 		$1.54M Buy
15,331
+1,943
+15% +$195K 0.03% 536
2022
Q4 		$1.34M Sell
13,388
-2,988
-18% -$299K 0.03% 558
2022
Q3 		$1.64M Buy
16,376
+6,738
+70% +$675K 0.04% 491
2022
Q2 		$965K Buy
9,638
+298
+3% +$29.8K 0.02% 700
2022
Q1 		$934K Buy
+9,340
New +$934K 0.02% 762

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 $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
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

Oppenheimer & Co's SGOV Position: Q1 2026 in Review

Oppenheimer & Co increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 470% in Q1 2026, buying an estimated $21.7M and bringing the position to 262,378 shares worth $26.4M. The position accounts for 0.32% of the portfolio, ranked #54.

Oppenheimer & Co first reported a position in SGOV in Q1 2022 and has held it in 17 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Oppenheimer & Co held 262,378 shares of iShares 0-3 Month Treasury Bond ETF worth $26.4M as of Q1 2026.
  • Oppenheimer & Co bought 216,350 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $21.7M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.32% of Oppenheimer & Co's portfolio in Q1 2026, its #54 holding.
  • Oppenheimer & Co first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.