Silver Oak Securities’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Silver Oak Securities’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	$1.87M	Buy	18,542 +9,407	+103%	+$946K	0.14%	156
2025 Q4	$917K	Sell	9,135 -1,212	-12%	-$122K	0.06%	306
2025 Q3	$1.04M	Sell	10,347 -972	-9%	-$97.7K	0.08%	253
2025 Q2	$1.14M	Buy	11,319 +304	+3%	+$30.6K	0.09%	233
2025 Q1	$1.11M	Buy	11,015 +4,400	+67%	+$442K	0.1%	213
2024 Q4	$663K	Buy	+6,615	New	+$664K	0.06%	317
2023 Q4	–	Sell	-7,404	Closed	-$745K	–	533
2023 Q3	$745K	Sell	7,404 -7,509	-50%	-$754K	0.16%	120
2023 Q2	$1.5M	Buy	14,913 +12,718	+579%	+$1.28M	0.24%	90
2023 Q1	$223K	Buy	2,195 +104	+5%	+$10.4K	0.04%	352
2022 Q4	$209K	Sell	2,091 -5,313	-72%	-$532K	0.04%	278
2022 Q3	$745K	Buy	+7,404	New	+$741K	0.16%	120

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

Silver Oak Securities's SGOV Position: Q1 2026 in Review

Silver Oak Securities increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 103% in Q1 2026, buying an estimated $946K and bringing the position to 18,542 shares worth $1.87M. The position accounts for 0.14% of the portfolio, ranked #156.

Silver Oak Securities first reported a position in SGOV in Q3 2022 and has held it in 11 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Silver Oak Securities held 18,542 shares of iShares 0-3 Month Treasury Bond ETF worth $1.87M as of Q1 2026.
Silver Oak Securities bought 9,407 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $946K.
iShares 0-3 Month Treasury Bond ETF made up 0.14% of Silver Oak Securities's portfolio in Q1 2026, its #156 holding.
Silver Oak Securities first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 11 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 Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.