Seven Mile Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Seven Mile Advisory’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	$636K	Buy	6,319 +4,124	+188%	+$415K	0.46%	37
2025 Q4	$220K	Sell	2,195 -14,576	-87%	-$1.46M	0.04%	222
2025 Q3	$1.69M	Buy	+16,771	New	+$1.69M	0.27%	55

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

Seven Mile Advisory's SGOV Position: Q1 2026 in Review

Seven Mile Advisory increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 188% in Q1 2026, buying an estimated $415K and bringing the position to 6,319 shares worth $636K. The position accounts for 0.46% of the portfolio, ranked #37.

Seven Mile Advisory first reported a position in SGOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.69M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Seven Mile Advisory held 6,319 shares of iShares 0-3 Month Treasury Bond ETF worth $636K as of Q1 2026.
Seven Mile Advisory bought 4,124 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $415K.
iShares 0-3 Month Treasury Bond ETF made up 0.46% of Seven Mile Advisory's portfolio in Q1 2026, its #37 holding.
Seven Mile Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
Seven Mile Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $1.69M 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 Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.