Salomon & Ludwin’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Salomon & Ludwin’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	$913K	Buy	9,088 +3	+0%	+$302	0.08%	91
2025 Q4	$912K	Sell	9,085 -60	-0.7%	-$6.03K	0.08%	90
2025 Q3	$918K	Sell	9,145 -2,526	-22%	-$254K	0.08%	90
2025 Q2	$1.17M	Sell	11,671 -2,564	-18%	-$258K	0.12%	77
2025 Q1	$1.43M	Sell	14,235 -80	-0.6%	-$8.04K	0.15%	69
2024 Q4	$1.44M	Sell	14,315 -4	-0%	-$402	0.15%	67
2024 Q3	$1.44M	Sell	14,319 -1,658	-10%	-$167K	0.15%	69
2024 Q2	$1.61M	Sell	15,977 -8,341	-34%	-$838K	0.18%	69
2024 Q1	$2.45M	Sell	24,318 -1,256	-5%	-$126K	0.21%	65
2023 Q4	$2.58M	Hold	25,574	–	–	0.27%	58
2023 Q3	$2.58M	Buy	25,574 +3,331	+15%	+$335K	0.27%	58
2023 Q2	$2.24M	Buy	22,243 +1,135	+5%	+$114K	0.24%	56
2023 Q1	$2.12M	Sell	21,108 -316	-1%	-$31.7K	0.25%	54
2022 Q4	$2.15M	Buy	+21,424	New	+$2.15M	0.27%	57

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

Salomon & Ludwin's SGOV Position: Q1 2026 in Review

Salomon & Ludwin increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.03% in Q1 2026, buying an estimated $302 and bringing the position to 9,088 shares worth $913K. The position accounts for 0.08% of the portfolio, ranked #91.

Salomon & Ludwin first reported a position in SGOV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.58M in Q4 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Salomon & Ludwin held 9,088 shares of iShares 0-3 Month Treasury Bond ETF worth $913K as of Q1 2026.
Salomon & Ludwin bought 3 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $302.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of Salomon & Ludwin's portfolio in Q1 2026, its #91 holding.
Salomon & Ludwin first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Salomon & Ludwin's iShares 0-3 Month Treasury Bond ETF position peaked at $2.58M in Q4 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.