Signet Financial Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Signet Financial Management’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	$6.93M	Sell	68,804 -1,669	-2%	-$168K	0.78%	34
2025 Q4	$7.07M	Sell	70,473 -4,352	-6%	-$437K	0.79%	33
2025 Q3	$7.53M	Buy	74,825 +70	+0.1%	+$7.04K	0.87%	27
2025 Q2	$7.53M	Sell	74,755 -995	-1%	-$100K	0.95%	25
2025 Q1	$7.63M	Sell	75,750 -11,685	-13%	-$1.17M	1.03%	24
2024 Q4	$8.77M	Buy	87,435 +2,458	+3%	+$247K	1.12%	19
2024 Q3	$8.56M	Buy	84,977 +4,037	+5%	+$406K	1.09%	22
2024 Q2	$8.15M	Buy	80,940 +6,722	+9%	+$676K	1.1%	22
2024 Q1	$7.47M	Buy	74,218 +3,978	+6%	+$400K	1.03%	25
2023 Q4	$7.04M	Buy	70,240 +11,434	+19%	+$1.15M	1.05%	19
2023 Q3	$5.92M	Buy	58,806 +665	+1%	+$66.8K	0.98%	23
2023 Q2	$5.85M	Sell	58,141 -5,506	-9%	-$553K	0.93%	22
2023 Q1	$6.4M	Buy	+63,647	New	+$6.39M	1.08%	17

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Signet Financial Management's SGOV Position: Q1 2026 in Review

Signet Financial Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.4% in Q1 2026, selling an estimated $168K and leaving 68,804 shares worth $6.93M. The position accounts for 0.78% of the portfolio, ranked #34.

Signet Financial Management first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.77M in Q4 2024. 1,224 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Signet Financial Management held 68,804 shares of iShares 0-3 Month Treasury Bond ETF worth $6.93M as of Q1 2026.
Signet Financial Management sold 1,669 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $168K.
iShares 0-3 Month Treasury Bond ETF made up 0.78% of Signet Financial Management's portfolio in Q1 2026, its #34 holding.
Signet Financial Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Signet Financial Management's iShares 0-3 Month Treasury Bond ETF position peaked at $8.77M in Q4 2024.
1,224 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.