True Link Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

True Link Financial 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	$3.71M	Buy	36,888 +4,339	+13%	+$436K	0.23%	17
2025 Q4	$3.27M	Buy	32,549 +714	+2%	+$71.8K	0.2%	20
2025 Q3	$3.21M	Sell	31,835 -10,944	-26%	-$1.1M	0.21%	20
2025 Q2	$4.31M	Buy	42,779 +16,575	+63%	+$1.67M	0.3%	17
2025 Q1	$2.64M	Buy	26,204 +8,079	+45%	+$812K	0.2%	21
2024 Q4	$1.82M	Buy	18,125 +133	+0.7%	+$13.4K	0.15%	18
2024 Q3	$1.81M	Buy	17,992 +72	+0.4%	+$7.24K	0.15%	19
2024 Q2	$1.8M	Sell	17,920 -3,922	-18%	-$394K	0.17%	20
2024 Q1	$2.2M	Buy	21,842 +944	+5%	+$94.9K	0.21%	17
2023 Q4	$2.1M	Buy	20,898 +4,807	+30%	+$483K	0.23%	17
2023 Q3	$1.62M	Buy	16,091 +2,858	+22%	+$287K	0.19%	31
2023 Q2	$1.33M	Sell	13,233 -2,816	-18%	-$283K	0.16%	40
2023 Q1	$1.61M	Buy	+16,049	New	+$1.61M	0.2%	37

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

True Link Financial Advisors's SGOV Position: Q1 2026 in Review

True Link Financial Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q1 2026, buying an estimated $436K and bringing the position to 36,888 shares worth $3.71M. The position accounts for 0.23% of the portfolio, ranked #17.

True Link Financial Advisors first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.31M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

True Link Financial Advisors held 36,888 shares of iShares 0-3 Month Treasury Bond ETF worth $3.71M as of Q1 2026.
True Link Financial Advisors bought 4,339 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $436K.
iShares 0-3 Month Treasury Bond ETF made up 0.23% of True Link Financial Advisors's portfolio in Q1 2026, its #17 holding.
True Link Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
True Link Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $4.31M in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.