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

Parallel 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	$2.9M	Buy	28,839 +10,893	+61%	+$1.09M	0.05%	239
2025 Q4	$1.8M	Buy	17,946 +3,924	+28%	+$394K	0.03%	315
2025 Q3	$1.41M	Buy	14,022 +3,932	+39%	+$395K	0.03%	351
2025 Q2	$1.02M	Buy	10,090 +710	+8%	+$71.4K	0.02%	414
2025 Q1	$944K	Buy	9,380 +1	+0%	+$101	0.02%	411
2024 Q4	$941K	Buy	9,379 +200	+2%	+$20.1K	0.02%	417
2024 Q3	$925K	Buy	9,179 +8,400	+1,078%	+$844K	0.02%	401
2024 Q2	$78.5K	Buy	779 +704	+939%	+$70.8K	﹤0.01%	1287
2024 Q1	$7.55K	Sell	75 -63	-46%	-$6.33K	﹤0.01%	2413
2023 Q4	$13.8K	Sell	138 -995	-88%	-$99.9K	﹤0.01%	2139
2023 Q3	$114K	Buy	1,133 +1,058	+1,411%	+$106K	﹤0.01%	1023
2023 Q2	$7.55K	Hold	75	–	–	﹤0.01%	2286
2023 Q1	$7.54K	Sell	75 -24	-24%	-$2.41K	﹤0.01%	2252
2022 Q4	$9.91K	Sell	99 -3,000	-97%	-$301K	﹤0.01%	2028
2022 Q3	$311K	Buy	3,099 +24	+0.8%	+$2.4K	0.01%	526
2022 Q2	$308K	Hold	3,075	–	–	0.01%	529
2022 Q1	$308K	Buy	3,075 +75	+3%	+$7.5K	0.01%	573
2021 Q4	$300K	Hold	3,000	–	–	0.01%	603
2021 Q3	$300K	Sell	3,000 -21,001	-88%	-$2.1M	0.01%	568
2021 Q2	$2.4M	Buy	+24,001	New	+$2.4M	0.1%	145

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

Parallel Advisors's SGOV Position: Q1 2026 in Review

Parallel Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 61% in Q1 2026, buying an estimated $1.09M and bringing the position to 28,839 shares worth $2.9M. The position accounts for 0.05% of the portfolio, ranked #239.

Parallel Advisors first reported a position in SGOV in Q2 2021 and has held it in 20 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Parallel Advisors held 28,839 shares of iShares 0-3 Month Treasury Bond ETF worth $2.9M as of Q1 2026.
Parallel Advisors bought 10,893 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.09M.
iShares 0-3 Month Treasury Bond ETF made up 0.05% of Parallel Advisors's portfolio in Q1 2026, its #239 holding.
Parallel Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2021 and has held it in 20 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.