Signal Advisors Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Signal Advisors Wealth’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	$5.75M	Buy	57,154 +20,987	+58%	+$2.11M	0.39%	61
2025 Q4	$3.63M	Buy	36,167 +7,678	+27%	+$772K	0.29%	79
2025 Q3	$2.87M	Buy	28,489 +5,281	+23%	+$531K	0.26%	87
2025 Q2	$2.34M	Buy	23,208 +9,290	+67%	+$934K	0.18%	119
2025 Q1	$1.4M	Buy	13,918 +9,570	+220%	+$962K	0.14%	150
2024 Q4	$436K	Buy	+4,348	New	+$437K	0.05%	283

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

Signal Advisors Wealth's SGOV Position: Q1 2026 in Review

Signal Advisors Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 58% in Q1 2026, buying an estimated $2.11M and bringing the position to 57,154 shares worth $5.75M. The position accounts for 0.39% of the portfolio, ranked #61.

Signal Advisors Wealth first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Signal Advisors Wealth held 57,154 shares of iShares 0-3 Month Treasury Bond ETF worth $5.75M as of Q1 2026.
Signal Advisors Wealth bought 20,987 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $2.11M.
iShares 0-3 Month Treasury Bond ETF made up 0.39% of Signal Advisors Wealth's portfolio in Q1 2026, its #61 holding.
Signal Advisors Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.