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

Proathlete 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 		$9.36K Hold
93
– – ﹤0.01% 161
2025
Q4 		$9.34K Hold
93
– – ﹤0.01% 168
2025
Q3 		$9.37K Hold
93
– – ﹤0.01% 158
2025
Q2 		$9.36K Hold
93
– – ﹤0.01% 181
2025
Q1 		$9.36K Buy
+93
New +$9.35K ﹤0.01% 165

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Proathlete Wealth Management held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q1 2026 at 93 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Proathlete Wealth Management first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.37K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Proathlete Wealth Management held 93 shares of iShares 0-3 Month Treasury Bond ETF worth $9.36K as of Q1 2026.
  • Proathlete Wealth Management left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q1 2026, its #161 holding.
  • Proathlete Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Proathlete Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $9.37K in Q3 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.