Q1WB
SGOV icon

Quest 10 Wealth Builders’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Quest 10 Wealth Builders’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 		$11.7K Buy
116
+75
+183% +$7.54K 0.01% 424
2025
Q4 		$4.12K Buy
+41
New +$4.12K ﹤0.01% 518
2025
Q1 		– Sell
-48
Closed -$4.82K – 811
2024
Q4 		$4.82K Buy
+48
New +$4.82K ﹤0.01% 501

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

Quest 10 Wealth Builders's SGOV Position: Q1 2026 in Review

Quest 10 Wealth Builders increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 183% in Q1 2026, buying an estimated $7.54K and bringing the position to 116 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #424.

Quest 10 Wealth Builders first reported a position in SGOV in Q4 2024 and has held it in 3 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Quest 10 Wealth Builders held 116 shares of iShares 0-3 Month Treasury Bond ETF worth $11.7K as of Q1 2026.
  • Quest 10 Wealth Builders bought 75 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $7.54K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #424 holding.
  • Quest 10 Wealth Builders first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.