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Sunbelt Securities’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sunbelt Securities’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 		$1.7M Buy
16,847
+9,829
+140% +$988K 0.11% 163
2025
Q4 		$705K Buy
7,018
+5,017
+251% +$504K 0.05% 326
2025
Q3 		$201K Sell
2,001
-627
-24% -$63K 0.01% 636
2025
Q2 		$264K Buy
2,628
+142
+6% +$14.3K 0.02% 516
2025
Q1 		$250K Sell
2,486
-142
-5% -$14.3K 0.02% 510
2024
Q4 		$264K Sell
2,628
-1,199
-31% -$120K 0.02% 517
2024
Q3 		$385K Sell
3,827
-330
-8% -$33.2K 0.04% 417
2024
Q2 		$419K Buy
4,157
+2,240
+117% +$225K 0.04% 376
2024
Q1 		$193K Sell
1,917
-145
-7% -$14.6K 0.02% 543
2023
Q4 		$207K Sell
2,062
-1,412
-41% -$142K 0.03% 478
2023
Q3 		$350K Buy
3,474
+2,799
+415% +$281K 0.05% 365
2023
Q2 		$67.9K Sell
675
-950
-58% -$95.4K 0.01% 729
2023
Q1 		$163K Sell
1,625
-1,558
-49% -$156K 0.03% 472
2022
Q4 		$319K Buy
+3,183
New +$319K 0.06% 334

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

Sunbelt Securities's SGOV Position: Q1 2026 in Review

Sunbelt Securities increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 140% in Q1 2026, buying an estimated $988K and bringing the position to 16,847 shares worth $1.7M. The position accounts for 0.11% of the portfolio, ranked #163.

Sunbelt Securities first reported a position in SGOV in Q4 2022 and has held it in 14 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Sunbelt Securities held 16,847 shares of iShares 0-3 Month Treasury Bond ETF worth $1.7M as of Q1 2026.
  • Sunbelt Securities bought 9,829 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $988K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.11% of Sunbelt Securities's portfolio in Q1 2026, its #163 holding.
  • Sunbelt Securities first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.