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

Prostatis 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	$1.05M	Buy	10,397 +1,679	+19%	+$169K	0.27%	74
2025 Q4	$875K	Buy	8,718 +1,492	+21%	+$150K	0.21%	79
2025 Q3	$728K	Sell	7,226 -1,544	-18%	-$155K	0.18%	87
2025 Q2	$883K	Sell	8,770 -1,292	-13%	-$130K	0.25%	78
2025 Q1	$1.01M	Sell	10,062 -465	-4%	-$46.7K	0.32%	67
2024 Q4	$1.06M	Buy	+10,527	New	+$1.06M	0.31%	68
2024 Q3	–	Sell	-5,045	Closed	-$508K	–	147
2024 Q2	$508K	Buy	+5,045	New	+$507K	0.18%	95

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

Prostatis Group's SGOV Position: Q1 2026 in Review

Prostatis Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 19% in Q1 2026, buying an estimated $169K and bringing the position to 10,397 shares worth $1.05M. The position accounts for 0.27% of the portfolio, ranked #74.

Prostatis Group first reported a position in SGOV in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Prostatis Group held 10,397 shares of iShares 0-3 Month Treasury Bond ETF worth $1.05M as of Q1 2026.
Prostatis Group bought 1,679 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $169K.
iShares 0-3 Month Treasury Bond ETF made up 0.27% of Prostatis Group's portfolio in Q1 2026, its #74 holding.
Prostatis Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
Prostatis Group's iShares 0-3 Month Treasury Bond ETF position peaked at $1.06M in Q4 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.