Private Advisor Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Private Advisor Group’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	$56.7M	Buy	563,002 +206,925	+58%	+$20.8M	0.27%	77
2025 Q4	$35.7M	Buy	356,077 +94,232	+36%	+$9.47M	0.17%	129
2025 Q3	$26.4M	Sell	261,845 -36,885	-12%	-$3.71M	0.13%	162
2025 Q2	$30.1M	Buy	298,730 +24,496	+9%	+$2.46M	0.16%	129
2025 Q1	$27.6M	Buy	274,234 +86,115	+46%	+$8.66M	0.17%	125
2024 Q4	$18.9M	Buy	188,119 +7,405	+4%	+$744K	0.11%	177
2024 Q3	$18.2M	Buy	180,714 +6,375	+4%	+$641K	0.11%	177
2024 Q2	$17.6M	Buy	174,339 +66,934	+62%	+$6.73M	0.12%	164
2024 Q1	$10.8M	Sell	107,405 -1,608	-1%	-$162K	0.08%	242
2023 Q4	$10.9M	Buy	109,013 +30,049	+38%	+$3.02M	0.09%	223
2023 Q3	$7.95M	Buy	78,964 +50,491	+177%	+$5.07M	0.07%	264
2023 Q2	$2.87M	Buy	28,473 +9,275	+48%	+$931K	0.02%	580
2023 Q1	$1.93M	Buy	+19,198	New	+$1.93M	0.02%	698
2022 Q4	–	Sell	-5,630	Closed	-$565K	–	1925
2022 Q3	$565K	Buy	+5,630	New	+$564K	0.01%	1178
2021 Q3	–	Sell	-30,855	Closed	-$3.09M	–	2091
2021 Q2	$3.09M	Buy	+30,855	New	+$3.09M	0.03%	588

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

Private Advisor Group's SGOV Position: Q1 2026 in Review

Private Advisor Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 58% in Q1 2026, buying an estimated $20.8M and bringing the position to 563,002 shares worth $56.7M. The position accounts for 0.27% of the portfolio, ranked #77.

Private Advisor Group first reported a position in SGOV in Q2 2021 and has held it in 15 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Private Advisor Group held 563,002 shares of iShares 0-3 Month Treasury Bond ETF worth $56.7M as of Q1 2026.
Private Advisor Group bought 206,925 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $20.8M.
iShares 0-3 Month Treasury Bond ETF made up 0.27% of Private Advisor Group's portfolio in Q1 2026, its #77 holding.
Private Advisor Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2021 and has held it in 15 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.