Pacific Point Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Pacific Point 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	$1.8M	Sell	17,857 -2,806	-14%	-$282K	0.95%	23
2025 Q4	$2.07M	Buy	+20,663	New	+$2.08M	1.11%	15

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

Pacific Point Advisors's SGOV Position: Q1 2026 in Review

Pacific Point Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q1 2026, selling an estimated $282K and leaving 17,857 shares worth $1.8M. The position accounts for 0.95% of the portfolio, ranked #23.

Pacific Point Advisors first reported a position in SGOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.07M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Pacific Point Advisors held 17,857 shares of iShares 0-3 Month Treasury Bond ETF worth $1.8M as of Q1 2026.
Pacific Point Advisors sold 2,806 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $282K.
iShares 0-3 Month Treasury Bond ETF made up 0.95% of Pacific Point Advisors's portfolio in Q1 2026, its #23 holding.
Pacific Point Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
Pacific Point Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.07M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.