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Savvy Advisors Inc’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Savvy Advisors Inc’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 		$11.3M Buy
111,938
+94,194
+531% +$9.47M 0.3% 64
2025
Q4 		$1.78M Buy
17,744
+6,834
+63% +$687K 0.06% 248
2025
Q3 		$1.1M Buy
10,910
+727
+7% +$73.1K 0.05% 252
2025
Q2 		$1.03M Buy
10,183
+3,764
+59% +$378K 0.07% 214
2025
Q1 		$646K Buy
+6,419
New +$645K 0.07% 240

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

Savvy Advisors Inc's SGOV Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 531% in Q1 2026, buying an estimated $9.47M and bringing the position to 111,938 shares worth $11.3M. The position accounts for 0.3% of the portfolio, ranked #64.

Savvy Advisors Inc first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Savvy Advisors Inc held 111,938 shares of iShares 0-3 Month Treasury Bond ETF worth $11.3M as of Q1 2026.
  • Savvy Advisors Inc bought 94,194 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $9.47M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.3% of Savvy Advisors Inc's portfolio in Q1 2026, its #64 holding.
  • Savvy Advisors Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.