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Transce3nd’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Transce3nd’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 		$89.3K Sell
887
-51
-5% -$5.13K 0.79% 26
2025
Q4 		$94.4K Sell
938
-414
-31% -$41.6K 0.76% 25
2025
Q3 		$136K Sell
1,352
-144,188
-99% -$14.5M 1.21% 20
2025
Q2 		$14.7M Sell
145,540
-6,807
-4% -$684K 6.19% 4
2025
Q1 		$15.3M Sell
152,347
-1,848
-1% -$186K 6.85% 4
2024
Q4 		$15.5M Buy
+154,195
New +$15.5M 5.24% 4

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

Transce3nd's SGOV Position: Q1 2026 in Review

Transce3nd reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.4% in Q1 2026, selling an estimated $5.13K and leaving 887 shares worth $89.3K. The position accounts for 0.79% of the portfolio, ranked #26.

Transce3nd first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.5M in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Transce3nd held 887 shares of iShares 0-3 Month Treasury Bond ETF worth $89.3K as of Q1 2026.
  • Transce3nd sold 51 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $5.13K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.79% of Transce3nd's portfolio in Q1 2026, its #26 holding.
  • Transce3nd first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Transce3nd's iShares 0-3 Month Treasury Bond ETF position peaked at $15.5M in Q4 2024.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Transce3nd's 13F filing for Q1 2026, filed 7 May 2026.