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Provident Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Provident Investment 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 		$1.65M Buy
16,438
+7,358
+81% +$740K 0.16% 34
2025
Q4 		$911K Buy
9,080
+2,437
+37% +$245K 0.08% 52
2025
Q3 		$669K Sell
6,643
-1,735
-21% -$174K 0.06% 60
2025
Q2 		$844K Sell
8,378
-2,920
-26% -$294K 0.07% 51
2025
Q1 		$1.14M Buy
11,298
+5,881
+109% +$591K 0.11% 34
2024
Q4 		$543K Buy
5,417
+2,299
+74% +$231K 0.05% 60
2024
Q3 		$314K Hold
3,118
– – 0.03% 67
2024
Q2 		$314K Sell
3,118
-450
-13% -$45.2K 0.03% 64
2024
Q1 		$359K Hold
3,568
– – 0.03% 61
2023
Q4 		$358K Sell
3,568
-2,945
-45% -$296K 0.03% 58
2023
Q3 		$656K Sell
6,513
-3,081
-32% -$309K 0.07% 37
2023
Q2 		$965K Buy
9,594
+3,334
+53% +$335K 0.1% 31
2023
Q1 		$630K Buy
6,260
+2,784
+80% +$279K 0.07% 37
2022
Q4 		$348K Sell
3,476
-624
-15% -$62.5K 0.04% 46
2022
Q3 		$411K Buy
+4,100
New +$410K 0.05% 44

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 $8.4B AUM 51.89% 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

Provident Investment Management's SGOV Position: Q1 2026 in Review

Provident Investment Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 81% in Q1 2026, buying an estimated $740K and bringing the position to 16,438 shares worth $1.65M. The position accounts for 0.16% of the portfolio, ranked #34.

Provident Investment Management first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. 1,214 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Provident Investment Management held 16,438 shares of iShares 0-3 Month Treasury Bond ETF worth $1.65M as of Q1 2026.
  • Provident Investment Management bought 7,358 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $740K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.16% of Provident Investment Management's portfolio in Q1 2026, its #34 holding.
  • Provident Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 1,214 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Provident Investment Management's 13F filing for Q1 2026, filed 13 May 2026.