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Stonehaven Wealth & Tax Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$697K Buy
6,928
+1,067
+18% +$107K 0.62% 34
2025
Q4 		$588K Buy
5,861
+214
+4% +$21.5K 0.53% 34
2025
Q3 		$569K Buy
5,647
+322
+6% +$32.4K 0.53% 35
2025
Q2 		$536K Buy
+5,325
New +$535K 0.52% 35

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's SGOV Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q1 2026, buying an estimated $107K and bringing the position to 6,928 shares worth $697K. The position accounts for 0.62% of the portfolio, ranked #34.

Stonehaven Wealth & Tax Solutions first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 6,928 shares of iShares 0-3 Month Treasury Bond ETF worth $697K as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 1,067 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $107K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.62% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #34 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.