PFG Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

PFG Investments’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	$9.12M	Buy	90,651 +33,704	+59%	+$3.39M	0.43%	41
2025 Q4	$5.72M	Buy	56,947 +11,724	+26%	+$1.18M	0.27%	67
2025 Q3	$4.55M	Buy	45,223 +5,577	+14%	+$561K	0.24%	78
2025 Q2	$3.99M	Buy	39,646 +9,695	+32%	+$975K	0.23%	77
2025 Q1	$3.02M	Buy	29,951 +3,288	+12%	+$330K	0.19%	96
2024 Q4	$2.67M	Buy	26,663 +118	+0.4%	+$11.9K	0.17%	107
2024 Q3	$2.67M	Buy	26,545 +17,975	+210%	+$1.81M	0.17%	106
2024 Q2	$863K	Buy	8,570 +636	+8%	+$63.9K	0.06%	298
2024 Q1	$799K	Buy	+7,934	New	+$797K	0.05%	382
2023 Q4	–	Sell	-3,618	Closed	-$364K	–	541
2023 Q3	$364K	Buy	+3,618	New	+$363K	0.07%	311

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

PFG Investments's SGOV Position: Q1 2026 in Review

PFG Investments increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 59% in Q1 2026, buying an estimated $3.39M and bringing the position to 90,651 shares worth $9.12M. The position accounts for 0.43% of the portfolio, ranked #41.

PFG Investments first reported a position in SGOV in Q3 2023 and has held it in 10 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

PFG Investments held 90,651 shares of iShares 0-3 Month Treasury Bond ETF worth $9.12M as of Q1 2026.
PFG Investments bought 33,704 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $3.39M.
iShares 0-3 Month Treasury Bond ETF made up 0.43% of PFG Investments's portfolio in Q1 2026, its #41 holding.
PFG Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 10 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.