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

Private Advisory 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	$9.6M	Sell	95,419 -90,700	-49%	-$9.12M	0.63%	55
2025 Q4	$18.7M	Sell	186,119 -101,707	-35%	-$10.2M	1.46%	15
2025 Q3	$29M	Buy	287,826 +118,082	+70%	+$11.9M	2.38%	8
2025 Q2	$17.1M	Buy	169,744 +122,447	+259%	+$12.3M	1.55%	14
2025 Q1	$4.76M	Sell	47,297 -23,026	-33%	-$2.31M	0.53%	56
2024 Q4	$7.05M	Buy	70,323 +49,457	+237%	+$4.97M	0.79%	31
2024 Q3	$2.1M	Buy	+20,866	New	+$2.1M	0.25%	84

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

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

Private Advisory Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 49% in Q1 2026, selling an estimated $9.12M and leaving 95,419 shares worth $9.6M. The position accounts for 0.63% of the portfolio, ranked #55.

Private Advisory Group first reported a position in SGOV in Q3 2024 and has held it in 7 quarters since. The position peaked at $29M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Private Advisory Group held 95,419 shares of iShares 0-3 Month Treasury Bond ETF worth $9.6M as of Q1 2026.
Private Advisory Group sold 90,700 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $9.12M.
iShares 0-3 Month Treasury Bond ETF made up 0.63% of Private Advisory Group's portfolio in Q1 2026, its #55 holding.
Private Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
Private Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $29M in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.