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

Quaker 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 		$9.03M Buy
89,693
+6,518
+8% +$655K 2.82% 11
2025
Q4 		$8.35M Buy
83,175
+83,031
+57,660% +$8.34M 2.65% 12
2025
Q3 		$14.5K Buy
144
+129
+860% +$13K ﹤0.01% 255
2025
Q2 		$1.51K Buy
+15
New +$1.51K ﹤0.01% 436
2024
Q3 		$21.3M Buy
+211,752
New +$21.3M 7.81% 4

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

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

Quaker Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.8% in Q1 2026, buying an estimated $655K and bringing the position to 89,693 shares worth $9.03M. The position accounts for 2.82% of the portfolio, ranked #11.

Quaker Wealth Management first reported a position in SGOV in Q3 2024 and has held it in 5 quarters since. The position peaked at $21.3M in Q3 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Quaker Wealth Management held 89,693 shares of iShares 0-3 Month Treasury Bond ETF worth $9.03M as of Q1 2026.
  • Quaker Wealth Management bought 6,518 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $655K.
  • iShares 0-3 Month Treasury Bond ETF made up 2.82% of Quaker Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Quaker Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • Quaker Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $21.3M in Q3 2024.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.