RHS Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

RHS Financial’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	$792K	Sell	7,872 -2,851	-27%	-$287K	0.38%	57
2025 Q4	$1.08M	Sell	10,723 -443	-4%	-$44.5K	0.53%	47
2025 Q3	$1.12M	Buy	11,166 +7,879	+240%	+$792K	0.58%	44
2025 Q2	$331K	Buy	3,287 +962	+41%	+$96.7K	0.19%	93
2025 Q1	$234K	Buy	+2,325	New	+$234K	0.13%	114

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 $8.4B AUM 51.89% 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

RHS Financial's SGOV Position: Q1 2026 in Review

RHS Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 27% in Q1 2026, selling an estimated $287K and leaving 7,872 shares worth $792K. The position accounts for 0.38% of the portfolio, ranked #57.

RHS Financial first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

RHS Financial held 7,872 shares of iShares 0-3 Month Treasury Bond ETF worth $792K as of Q1 2026.
RHS Financial sold 2,851 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $287K.
iShares 0-3 Month Treasury Bond ETF made up 0.38% of RHS Financial's portfolio in Q1 2026, its #57 holding.
RHS Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
RHS Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $1.12M in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.