Savant Capital’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Savant Capital’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	$40.1M	Buy	398,007 +93,345	+31%	+$9.38M	0.19%	78
2025 Q4	$30.6M	Buy	304,662 +119,694	+65%	+$12M	0.17%	84
2025 Q3	$18.6M	Buy	184,968 +70,699	+62%	+$7.11M	0.11%	122
2025 Q2	$11.5M	Buy	114,269 +46,441	+68%	+$4.67M	0.08%	137
2025 Q1	$6.83M	Buy	67,828 +52,682	+348%	+$5.29M	0.06%	172
2024 Q4	$1.52M	Buy	15,146 +8,755	+137%	+$879K	0.01%	520
2024 Q3	$644K	Buy	6,391 +252	+4%	+$25.3K	0.01%	777
2024 Q2	$618K	Buy	6,139 +221	+4%	+$22.2K	0.01%	726
2024 Q1	$596K	Buy	+5,918	New	+$595K	0.01%	679

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

Savant Capital's SGOV Position: Q1 2026 in Review

Savant Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 31% in Q1 2026, buying an estimated $9.38M and bringing the position to 398,007 shares worth $40.1M. The position accounts for 0.19% of the portfolio, ranked #78.

Savant Capital first reported a position in SGOV in Q1 2024 and has held it in 9 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Savant Capital held 398,007 shares of iShares 0-3 Month Treasury Bond ETF worth $40.1M as of Q1 2026.
Savant Capital bought 93,345 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $9.38M.
iShares 0-3 Month Treasury Bond ETF made up 0.19% of Savant Capital's portfolio in Q1 2026, its #78 holding.
Savant Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.