Perigon Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Perigon Wealth Management’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	$40.8M	Buy	405,710 +61,354	+18%	+$6.17M	0.74%	22
2025 Q4	$34.6M	Buy	344,356 +3,604	+1%	+$362K	0.62%	30
2025 Q3	$34.3M	Buy	340,752 +60,756	+22%	+$6.11M	0.7%	23
2025 Q2	$28.2M	Buy	279,996 +40,452	+17%	+$4.07M	0.66%	27
2025 Q1	$24.1M	Buy	239,544 +51,352	+27%	+$5.16M	0.62%	29
2024 Q4	$18.9M	Buy	188,192 +47,732	+34%	+$4.79M	0.46%	39
2024 Q3	$14.1M	Sell	140,460 -40,195	-22%	-$4.04M	0.37%	55
2024 Q2	$18.2M	Buy	180,655 +68,191	+61%	+$6.85M	0.53%	33
2024 Q1	$11.3M	Sell	112,464 -8,166	-7%	-$821K	0.34%	63
2023 Q4	$12.1M	Buy	120,630 +8,688	+8%	+$872K	0.4%	54
2023 Q3	$11.3M	Sell	111,942 -1,655	-1%	-$166K	0.46%	50
2023 Q2	$11.4M	Buy	113,597 +30,152	+36%	+$3.03M	0.45%	50
2023 Q1	$8.39M	Sell	83,445 -16,417	-16%	-$1.65M	0.48%	45
2022 Q4	$10M	Buy	99,862 +15,758	+19%	+$1.58M	0.62%	32
2022 Q3	$8.43M	Buy	84,104 +28,576	+51%	+$2.86M	0.73%	20
2022 Q2	$5.56M	Buy	55,528 +47,762	+615%	+$4.78M	0.46%	46
2022 Q1	$777K	Sell	7,766 -9,216	-54%	-$922K	0.05%	274
2021 Q4	$1.7M	Buy	16,982 +1,045	+7%	+$105K	0.12%	147
2021 Q3	$1.59M	Buy	+15,937	New	+$1.59M	0.14%	136

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

Perigon Wealth Management's SGOV Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q1 2026, buying an estimated $6.17M and bringing the position to 405,710 shares worth $40.8M. The position accounts for 0.74% of the portfolio, ranked #22.

Perigon Wealth Management first reported a position in SGOV in Q3 2021 and has held it in 19 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Perigon Wealth Management held 405,710 shares of iShares 0-3 Month Treasury Bond ETF worth $40.8M as of Q1 2026.
Perigon Wealth Management bought 61,354 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $6.17M.
iShares 0-3 Month Treasury Bond ETF made up 0.74% of Perigon Wealth Management's portfolio in Q1 2026, its #22 holding.
Perigon Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2021 and has held it in 19 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.