United Advisor Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

United Advisor Group’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	$1.79M	Sell	17,783 -2,473	-12%	-$249K	0.22%	117
2025 Q4	$2.03M	Buy	20,256 +3,537	+21%	+$355K	0.25%	100
2025 Q3	$1.68M	Sell	16,719 -2,278	-12%	-$229K	0.23%	104
2025 Q2	$1.91M	Sell	18,997 -7,498	-28%	-$754K	0.33%	79
2025 Q1	$2.67M	Buy	26,495 +12,735	+93%	+$1.28M	0.55%	44
2024 Q4	$1.38M	Buy	13,760 +6,721	+95%	+$675K	0.27%	88
2024 Q3	$709K	Buy	7,039 +4,570	+185%	+$459K	0.16%	137
2024 Q2	$249K	Sell	2,469 -759	-24%	-$76.3K	0.08%	229
2024 Q1	$325K	Buy	+3,228	New	+$324K	0.12%	153

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

United Advisor Group's SGOV Position: Q1 2026 in Review

United Advisor Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q1 2026, selling an estimated $249K and leaving 17,783 shares worth $1.79M. The position accounts for 0.22% of the portfolio, ranked #117.

United Advisor Group first reported a position in SGOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.67M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

United Advisor Group held 17,783 shares of iShares 0-3 Month Treasury Bond ETF worth $1.79M as of Q1 2026.
United Advisor Group sold 2,473 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $249K.
iShares 0-3 Month Treasury Bond ETF made up 0.22% of United Advisor Group's portfolio in Q1 2026, its #117 holding.
United Advisor Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's iShares 0-3 Month Treasury Bond ETF position peaked at $2.67M 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 United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.