Strategic Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Strategic Advisors’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	$6.95M	Sell	69,073 -1,160	-2%	-$117K	1.15%	24
2025 Q4	$7.05M	Sell	70,233 -10,184	-13%	-$1.02M	1.1%	23
2025 Q3	$8.1M	Buy	+80,417	New	+$8.09M	1.3%	17
2025 Q2	–	Sell	-74,551	Closed	-$7.51M	–	196
2025 Q1	$7.51M	Buy	74,551 +8,162	+12%	+$820K	1.45%	20
2024 Q4	$6.66M	Sell	66,389 -15,522	-19%	-$1.56M	1.2%	22
2024 Q3	$8.25M	Buy	81,911 +44,637	+120%	+$4.49M	1.54%	15
2024 Q2	$3.75M	Buy	37,274 +9,727	+35%	+$978K	0.73%	29
2024 Q1	$2.77M	Sell	27,547 -1,364	-5%	-$137K	0.55%	44
2023 Q4	$2.9M	Sell	28,911 -3,558	-11%	-$357K	0.55%	44
2023 Q3	$3.27M	Buy	+32,469	New	+$3.26M	0.64%	36

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

Strategic Advisors's SGOV Position: Q1 2026 in Review

Strategic Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.7% in Q1 2026, selling an estimated $117K and leaving 69,073 shares worth $6.95M. The position accounts for 1.15% of the portfolio, ranked #24.

Strategic Advisors first reported a position in SGOV in Q3 2023 and has held it in 10 quarters since. The position peaked at $8.25M in Q3 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Strategic Advisors held 69,073 shares of iShares 0-3 Month Treasury Bond ETF worth $6.95M as of Q1 2026.
Strategic Advisors sold 1,160 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $117K.
iShares 0-3 Month Treasury Bond ETF made up 1.15% of Strategic Advisors's portfolio in Q1 2026, its #24 holding.
Strategic Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 10 quarters since.
Strategic Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $8.25M in Q3 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.