Silver Lake Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.7M Buy
126,096
+3,704
+3% +$372K 5.04% 1
2025
Q4
$12.3M Buy
122,392
+8,592
+8% +$863K 4.76% 1
2025
Q3
$11.5M Buy
113,800
+94,111
+478% +$9.46M 4.56% 1
2025
Q2
$1.98M Buy
19,689
+772
+4% +$77.6K 0.84% 44
2025
Q1
$1.9M Sell
18,917
-1,249
-6% -$126K 0.83% 46
2024
Q4
$2.02M Buy
20,166
+3,477
+21% +$349K 0.89% 43
2024
Q3
$1.68M Buy
16,689
+1,535
+10% +$154K 0.69% 50
2024
Q2
$1.53M Buy
15,154
+688
+5% +$69.2K 0.69% 49
2024
Q1
$1.46M Buy
+14,466
New +$1.45M 0.65% 49

Other funds holding SGOV

Silver Lake Advisory's SGOV Position: Q1 2026 in Review

Silver Lake Advisory increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3% in Q1 2026, buying an estimated $372K and bringing the position to 126,096 shares worth $12.7M. The position accounts for 5.04% of the portfolio, ranked #1.

Silver Lake Advisory first reported a position in SGOV in Q1 2024 and has held it in 9 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Silver Lake Advisory held 126,096 shares of iShares 0-3 Month Treasury Bond ETF worth $12.7M as of Q1 2026.
  • Silver Lake Advisory bought 3,704 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $372K.
  • iShares 0-3 Month Treasury Bond ETF made up 5.04% of Silver Lake Advisory's portfolio in Q1 2026, its #1 holding.
  • Silver Lake Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Silver Lake Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.