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

Stratos Wealth 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	$9.22M	Sell	91,641 -177,900	-66%	-$17.9M	0.57%	48
2025 Q4	$27.1M	Sell	269,541 -40,489	-13%	-$4.07M	1.31%	11
2025 Q3	$31.2M	Buy	310,030 +76,201	+33%	+$7.66M	1.5%	6
2025 Q2	$23.5M	Sell	233,829 -226,737	-49%	-$22.8M	1.24%	11
2025 Q1	$46.4M	Buy	460,566 +24,951	+6%	+$2.51M	2.53%	4
2024 Q4	$43.7M	Sell	435,615 -95,174	-18%	-$9.56M	2.09%	5
2024 Q3	$53.5M	Sell	530,789 -63,608	-11%	-$6.39M	2.45%	3
2024 Q2	$59.9M	Buy	594,397 +522,654	+729%	+$52.5M	2.96%	2
2024 Q1	$7.23M	Buy	71,743 +12,664	+21%	+$1.27M	0.43%	58
2023 Q4	$5.92M	Sell	59,079 -1,788	-3%	-$180K	0.34%	74
2023 Q3	$6.13M	Buy	60,867 +29,732	+95%	+$2.99M	0.4%	60
2023 Q2	$3.13M	Sell	31,135 -19,676	-39%	-$1.98M	0.22%	129
2023 Q1	$5.11M	Buy	+50,811	New	+$5.1M	0.39%	66

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

Stratos Wealth Advisors's SGOV Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 66% in Q1 2026, selling an estimated $17.9M and leaving 91,641 shares worth $9.22M. The position accounts for 0.57% of the portfolio, ranked #48.

Stratos Wealth Advisors first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $59.9M in Q2 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Stratos Wealth Advisors held 91,641 shares of iShares 0-3 Month Treasury Bond ETF worth $9.22M as of Q1 2026.
Stratos Wealth Advisors sold 177,900 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $17.9M.
iShares 0-3 Month Treasury Bond ETF made up 0.57% of Stratos Wealth Advisors's portfolio in Q1 2026, its #48 holding.
Stratos Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Stratos Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $59.9M in Q2 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.