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

Perennial Investment 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	$2.22M	Buy	22,097 +2,386	+12%	+$240K	0.18%	105
2025 Q4	$1.98M	Buy	19,711 +1,757	+10%	+$177K	0.16%	115
2025 Q3	$1.81M	Buy	17,954 +2,051	+13%	+$206K	0.15%	120
2025 Q2	$1.6M	Buy	15,903 +2,826	+22%	+$284K	0.15%	127
2025 Q1	$1.32M	Buy	13,077 +4,246	+48%	+$427K	0.15%	127
2024 Q4	$886K	Buy	8,831 +783	+10%	+$78.7K	0.1%	163
2024 Q3	$811K	Buy	+8,048	New	+$809K	0.11%	167

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 $8.4B AUM 51.89% 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

Perennial Investment Advisors's SGOV Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q1 2026, buying an estimated $240K and bringing the position to 22,097 shares worth $2.22M. The position accounts for 0.18% of the portfolio, ranked #105.

Perennial Investment Advisors first reported a position in SGOV in Q3 2024 and has held it in 7 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Perennial Investment Advisors held 22,097 shares of iShares 0-3 Month Treasury Bond ETF worth $2.22M as of Q1 2026.
Perennial Investment Advisors bought 2,386 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $240K.
iShares 0-3 Month Treasury Bond ETF made up 0.18% of Perennial Investment Advisors's portfolio in Q1 2026, its #105 holding.
Perennial Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.