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

Simplicity 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	$1.8M	Buy	17,903 +4,991	+39%	+$502K	0.1%	194
2025 Q4	$1.3M	Sell	12,912 -1,555	-11%	-$156K	0.08%	240
2025 Q3	$1.46M	Sell	14,467 -8,913	-38%	-$896K	0.08%	229
2025 Q2	$2.35M	Buy	23,380 +8,231	+54%	+$827K	0.1%	194
2025 Q1	$1.53M	Sell	15,149 -2,642	-15%	-$266K	0.12%	189
2024 Q4	$1.78M	Buy	17,791 +9,353	+111%	+$940K	0.37%	47
2024 Q3	$850K	Sell	8,438 -524,351	-98%	-$52.7M	0.08%	221
2024 Q2	$53.7M	Sell	532,789 -94,783	-15%	-$9.53M	1.21%	15
2024 Q1	$63.2M	Buy	+627,572	New	+$63.1M	1.51%	12

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

Simplicity Wealth's SGOV Position: Q1 2026 in Review

Simplicity Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 39% in Q1 2026, buying an estimated $502K and bringing the position to 17,903 shares worth $1.8M. The position accounts for 0.1% of the portfolio, ranked #194.

Simplicity Wealth first reported a position in SGOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $63.2M in Q1 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Simplicity Wealth held 17,903 shares of iShares 0-3 Month Treasury Bond ETF worth $1.8M as of Q1 2026.
Simplicity Wealth bought 4,991 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $502K.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of Simplicity Wealth's portfolio in Q1 2026, its #194 holding.
Simplicity Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $63.2M in Q1 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.