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

Sonoma Private 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	$8.71M	Buy	86,538 +6,530	+8%	+$656K	10.72%	2
2025 Q4	$8.03M	Sell	80,008 -3,780	-5%	-$380K	9.7%	2
2025 Q3	$8.44M	Sell	83,788 -9,374	-10%	-$943K	10.08%	2
2025 Q2	$9.38M	Buy	93,162 +40,892	+78%	+$4.11M	11.5%	2
2025 Q1	$5.26M	Buy	52,270 +43,499	+496%	+$4.37M	7.3%	2
2024 Q4	$880K	Buy	8,771 +582	+7%	+$58.5K	1.42%	21
2024 Q3	$825K	Buy	8,189 +463	+6%	+$46.5K	1.28%	24
2024 Q2	$778K	Buy	7,726 +237	+3%	+$23.8K	1.26%	22
2024 Q1	$754K	Sell	7,489 -24,661	-77%	-$2.48M	1.21%	27
2023 Q4	$3.22M	Buy	32,150 +14,444	+82%	+$1.45M	5.34%	2
2023 Q3	$1.78M	Sell	17,706 -3,380	-16%	-$340K	3.25%	6
2023 Q2	$2.12M	Buy	+21,086	New	+$2.12M	3.71%	6

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 $8.4B AUM 51.89% 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

Sonoma Private Wealth's SGOV Position: Q1 2026 in Review

Sonoma Private Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8.2% in Q1 2026, buying an estimated $656K and bringing the position to 86,538 shares worth $8.71M. The position accounts for 10.72% of the portfolio, ranked #2.

Sonoma Private Wealth first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.38M in Q2 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Sonoma Private Wealth held 86,538 shares of iShares 0-3 Month Treasury Bond ETF worth $8.71M as of Q1 2026.
Sonoma Private Wealth bought 6,530 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $656K.
iShares 0-3 Month Treasury Bond ETF made up 10.72% of Sonoma Private Wealth's portfolio in Q1 2026, its #2 holding.
Sonoma Private Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Sonoma Private Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $9.38M in Q2 2025.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.