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Sweeney & Michel’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sweeney & Michel’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 		$287K Sell
2,851
-14
-0.5% -$1.41K 0.08% 119
2025
Q4 		$288K Buy
2,865
+37
+1% +$3.72K 0.08% 117
2025
Q3 		$284K Buy
2,828
+56
+2% +$5.63K 0.1% 109
2025
Q2 		$279K Sell
2,772
-289
-9% -$29.1K 0.1% 109
2025
Q1 		$307K Buy
+3,061
New +$308K 0.13% 98

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

Sweeney & Michel's SGOV Position: Q1 2026 in Review

Sweeney & Michel reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.49% in Q1 2026, selling an estimated $1.41K and leaving 2,851 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #119.

Sweeney & Michel first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $307K in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Sweeney & Michel held 2,851 shares of iShares 0-3 Month Treasury Bond ETF worth $287K as of Q1 2026.
  • Sweeney & Michel sold 14 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.41K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of Sweeney & Michel's portfolio in Q1 2026, its #119 holding.
  • Sweeney & Michel first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Sweeney & Michel's iShares 0-3 Month Treasury Bond ETF position peaked at $307K in Q1 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.