SF
SGOV icon

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

Summit Financial’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 		$10.2M Buy
101,468
+72,219
+247% +$7.26M 0.13% 152
2025
Q4 		$2.94M Sell
29,249
-12,611
-30% -$1.27M 0.04% 390
2025
Q3 		$4.22M Buy
+41,860
New +$4.21M 0.06% 297

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Summit Financial's SGOV Position: Q1 2026 in Review

Summit Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 247% in Q1 2026, buying an estimated $7.26M and bringing the position to 101,468 shares worth $10.2M. The position accounts for 0.13% of the portfolio, ranked #152.

Summit Financial first reported a position in SGOV in Q3 2025 and has held it in 3 quarters since. 1,212 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Summit Financial held 101,468 shares of iShares 0-3 Month Treasury Bond ETF worth $10.2M as of Q1 2026.
  • Summit Financial bought 72,219 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $7.26M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.13% of Summit Financial's portfolio in Q1 2026, its #152 holding.
  • Summit Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,212 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.