Regal Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Regal Investment Advisors’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	$565K	Buy	+5,612	New	+$564K	0.03%	403
2025 Q4	–	Sell	-6,190	Closed	-$623K	–	602
2025 Q3	$623K	Buy	+6,190	New	+$622K	0.04%	341
2025 Q1	–	Sell	-9,500	Closed	-$953K	–	488
2024 Q4	$953K	Sell	9,500 -9,235	-49%	-$928K	0.07%	235
2024 Q3	$1.89M	Buy	18,735 +2,532	+16%	+$255K	0.13%	178
2024 Q2	$1.63M	Buy	16,203 +7,676	+90%	+$772K	0.11%	199
2024 Q1	$859K	Buy	8,527 +6,290	+281%	+$632K	0.06%	265
2023 Q4	$224K	Sell	2,237 -2,915	-57%	-$293K	0.02%	487
2023 Q3	$519K	Buy	5,152 +30	+0.6%	+$3.01K	0.04%	286
2023 Q2	$515K	Buy	+5,122	New	+$514K	0.04%	290

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

Regal Investment Advisors's SGOV Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 5,612 shares worth $565K. The stake represents 0.03% of the portfolio and ranks #403 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in SGOV as recently as Q3 2025.

Regal Investment Advisors first reported a position in SGOV in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.89M in Q3 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Regal Investment Advisors held 5,612 shares of iShares 0-3 Month Treasury Bond ETF worth $565K as of Q1 2026.
iShares 0-3 Month Treasury Bond ETF was a new Regal Investment Advisors position in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #403 holding.
Regal Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 9 quarters since.
Regal Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.89M 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 Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.