Sigma Planning Corp’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sigma Planning Corp’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	$7.01M	Buy	69,634 +6,814	+11%	+$685K	0.19%	101
2025 Q4	$6.31M	Buy	62,820 +791	+1%	+$79.5K	0.17%	108
2025 Q3	$6.25M	Sell	62,029 -4,740	-7%	-$477K	0.18%	107
2025 Q2	$6.72M	Buy	66,769 +4,530	+7%	+$455K	0.2%	89
2025 Q1	$6.27M	Sell	62,239 -641	-1%	-$64.4K	0.2%	93
2024 Q4	$6.31M	Sell	62,880 -7,866	-11%	-$790K	0.2%	93
2024 Q3	$7.13M	Buy	70,746 +1,691	+2%	+$170K	0.22%	90
2024 Q2	$6.95M	Buy	69,055 +37,281	+117%	+$3.75M	0.22%	85
2024 Q1	$3.2M	Buy	31,774 +16,301	+105%	+$1.64M	0.1%	207
2023 Q4	$1.55M	Sell	15,473 -25,925	-63%	-$2.6M	0.12%	181
2023 Q3	$4.17M	Buy	41,398 +13,629	+49%	+$1.37M	0.16%	132
2023 Q2	$2.79M	Sell	27,769 -46,816	-63%	-$4.7M	0.1%	222
2023 Q1	$7.5M	Buy	+74,585	New	+$7.48M	0.25%	83

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

Sigma Planning Corp's SGOV Position: Q1 2026 in Review

Sigma Planning Corp increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q1 2026, buying an estimated $685K and bringing the position to 69,634 shares worth $7.01M. The position accounts for 0.19% of the portfolio, ranked #101.

Sigma Planning Corp first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.5M in Q1 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Sigma Planning Corp held 69,634 shares of iShares 0-3 Month Treasury Bond ETF worth $7.01M as of Q1 2026.
Sigma Planning Corp bought 6,814 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $685K.
iShares 0-3 Month Treasury Bond ETF made up 0.19% of Sigma Planning Corp's portfolio in Q1 2026, its #101 holding.
Sigma Planning Corp first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Sigma Planning Corp's iShares 0-3 Month Treasury Bond ETF position peaked at $7.5M in Q1 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.