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

Strategic Blueprint’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	$4.52M	Buy	44,930 +5,048	+13%	+$507K	0.26%	101
2025 Q4	$4M	Sell	39,882 -1,120	-3%	-$113K	0.24%	109
2025 Q3	$4.13M	Buy	41,002 +8,203	+25%	+$825K	0.18%	129
2025 Q2	$3.3M	Buy	32,799 +3,775	+13%	+$379K	0.16%	141
2025 Q1	$2.92M	Buy	29,024 +19,374	+201%	+$1.95M	0.16%	138
2024 Q4	$968K	Buy	9,650 +2,207	+30%	+$222K	0.06%	264
2024 Q3	$750K	Buy	7,443 +2,813	+61%	+$283K	0.05%	311
2024 Q2	$466K	Buy	4,630 +1,370	+42%	+$138K	0.03%	392
2024 Q1	$328K	Buy	+3,260	New	+$328K	0.02%	474
2022 Q1	–	Sell	-6,892	Closed	-$689K	–	540
2021 Q4	$689K	Buy	+6,892	New	+$689K	0.09%	218

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 Blueprint's SGOV Position: Q1 2026 in Review

Strategic Blueprint increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q1 2026, buying an estimated $507K and bringing the position to 44,930 shares worth $4.52M. The position accounts for 0.26% of the portfolio, ranked #101.

Strategic Blueprint first reported a position in SGOV in Q4 2021 and has held it in 10 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Strategic Blueprint held 44,930 shares of iShares 0-3 Month Treasury Bond ETF worth $4.52M as of Q1 2026.
Strategic Blueprint bought 5,048 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $507K.
iShares 0-3 Month Treasury Bond ETF made up 0.26% of Strategic Blueprint's portfolio in Q1 2026, its #101 holding.
Strategic Blueprint first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2021 and has held it in 10 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.