StoneX Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

StoneX Group’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	$5.32M	Buy	52,869 +970	+2%	+$97.5K	0.29%	63
2025 Q4	$5.21M	Sell	51,899 -4,099	-7%	-$412K	0.23%	80
2025 Q3	$5.64M	Buy	55,998 +15,803	+39%	+$1.59M	0.25%	81
2025 Q2	$4.05M	Sell	40,195 -23,172	-37%	-$2.33M	0.2%	101
2025 Q1	$6.38M	Buy	63,367 +10,782	+21%	+$1.08M	0.35%	57
2024 Q4	$5.28M	Buy	+52,585	New	+$5.28M	0.29%	75
2024 Q2	–	Sell	-6,641	Closed	-$669K	–	432
2024 Q1	$669K	Buy	+6,641	New	+$667K	0.35%	71

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

StoneX Group's SGOV Position: Q1 2026 in Review

StoneX Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.9% in Q1 2026, buying an estimated $97.5K and bringing the position to 52,869 shares worth $5.32M. The position accounts for 0.29% of the portfolio, ranked #63.

StoneX Group first reported a position in SGOV in Q1 2024 and has held it in 7 quarters since. The position peaked at $6.38M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

StoneX Group held 52,869 shares of iShares 0-3 Month Treasury Bond ETF worth $5.32M as of Q1 2026.
StoneX Group bought 970 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $97.5K.
iShares 0-3 Month Treasury Bond ETF made up 0.29% of StoneX Group's portfolio in Q1 2026, its #63 holding.
StoneX Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 7 quarters since.
StoneX Group's iShares 0-3 Month Treasury Bond ETF position peaked at $6.38M in Q1 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.