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

Strategic Financial Concepts’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	$4.11M	Buy	40,812 +35,191	+626%	+$3.54M	1.01%	23
2025 Q4	$564K	Sell	5,621 -29,099	-84%	-$2.92M	0.52%	51
2025 Q3	$3.49M	Sell	34,720 -12,126	-26%	-$1.22M	0.51%	32
2025 Q2	$4.74M	Sell	46,846 -169	-0.4%	-$17K	0.67%	27
2025 Q1	$4.73M	Buy	47,015 +11,153	+31%	+$1.12M	0.89%	29
2024 Q4	$3.6M	Buy	35,862 +5,366	+18%	+$539K	0.69%	32
2024 Q3	$3.07M	Sell	30,496 -4,040,006	-99%	-$406M	0.98%	25
2024 Q2	$1.18M	Buy	4,070,502 +4,013,707	+7,067%	+$403M	0.69%	44
2024 Q1	$5.72M	Buy	56,795 +49,823	+715%	+$5.01M	1.38%	14
2023 Q4	$699K	Sell	6,972 -5,710	-45%	-$573K	0.41%	63
2023 Q3	$1.28M	Sell	12,682 -544	-4%	-$54.6K	0.43%	63
2023 Q2	$1.33M	Sell	13,226 -2,407	-15%	-$242K	0.49%	59
2023 Q1	$1.57M	Buy	+15,633	New	+$1.57M	0.63%	41

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 Financial Concepts's SGOV Position: Q1 2026 in Review

Strategic Financial Concepts increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 626% in Q1 2026, buying an estimated $3.54M and bringing the position to 40,812 shares worth $4.11M. The position accounts for 1.01% of the portfolio, ranked #23.

Strategic Financial Concepts first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.72M in Q1 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Strategic Financial Concepts held 40,812 shares of iShares 0-3 Month Treasury Bond ETF worth $4.11M as of Q1 2026.
Strategic Financial Concepts bought 35,191 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $3.54M.
iShares 0-3 Month Treasury Bond ETF made up 1.01% of Strategic Financial Concepts's portfolio in Q1 2026, its #23 holding.
Strategic Financial Concepts first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Financial Concepts's iShares 0-3 Month Treasury Bond ETF position peaked at $5.72M in Q1 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.