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

Talisman 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	$922K	Sell	9,163 -5,535	-38%	-$556K	0.74%	37
2025 Q4	$1.48M	Sell	14,698 -7,107	-33%	-$714K	1.15%	25
2025 Q3	$2.2M	Sell	21,805 -122	-0.6%	-$12.3K	1.82%	16
2025 Q2	$2.21M	Buy	21,927 +3,103	+16%	+$312K	2.02%	11
2025 Q1	$1.9M	Sell	18,824 -6,143	-25%	-$617K	1.95%	12
2024 Q4	$2.5M	Sell	24,967 -7,336	-23%	-$737K	2.66%	8
2024 Q3	$3.25M	Sell	32,303 -4,268	-12%	-$429K	3.43%	5
2024 Q2	$3.68M	Buy	36,571 +11,507	+46%	+$1.16M	4.26%	5
2024 Q1	$2.52M	Buy	25,064 +12,526	+100%	+$1.26M	3.17%	6
2023 Q4	$1.26M	Buy	12,538 +10,194	+435%	+$1.02M	1.86%	16
2023 Q3	$236K	Buy	+2,344	New	+$235K	0.41%	75

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

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

Talisman Wealth Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 38% in Q1 2026, selling an estimated $556K and leaving 9,163 shares worth $922K. The position accounts for 0.74% of the portfolio, ranked #37.

Talisman Wealth Advisors first reported a position in SGOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.68M in Q2 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Talisman Wealth Advisors held 9,163 shares of iShares 0-3 Month Treasury Bond ETF worth $922K as of Q1 2026.
Talisman Wealth Advisors sold 5,535 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $556K.
iShares 0-3 Month Treasury Bond ETF made up 0.74% of Talisman Wealth Advisors's portfolio in Q1 2026, its #37 holding.
Talisman Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Talisman Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $3.68M 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 Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.