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

United Capital 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	$27.7M	Sell	275,531 -773	-0.3%	-$77.7K	0.17%	113
2025 Q4	$27.7M	Sell	276,304 -26,315	-9%	-$2.64M	0.17%	106
2025 Q3	$30.5M	Sell	302,619 -15,507	-5%	-$1.56M	0.22%	90
2025 Q2	$32M	Sell	318,126 -9,406	-3%	-$946K	0.26%	83
2025 Q1	$33M	Buy	327,532 +42,383	+15%	+$4.26M	0.28%	77
2024 Q4	$28.6M	Buy	285,149 +11,202	+4%	+$1.13M	0.24%	87
2024 Q3	$27.6M	Buy	273,947 +5,910	+2%	+$594K	0.23%	90
2024 Q2	$27M	Sell	268,037 -22,733	-8%	-$2.29M	0.23%	87
2024 Q1	$29.3M	Buy	290,770 +10,763	+4%	+$1.08M	0.24%	91
2023 Q4	$28.1M	Buy	280,007 +82,712	+42%	+$8.31M	0.23%	98
2023 Q3	$19.9M	Sell	197,295 -19,609	-9%	-$1.97M	0.13%	153
2023 Q2	$21.8M	Sell	216,904 -99,493	-31%	-$9.99M	0.12%	157
2023 Q1	$31.8M	Buy	316,397 +217,022	+218%	+$21.8M	0.18%	110
2022 Q4	$9.95M	Buy	99,375 +57,559	+138%	+$5.77M	0.06%	248
2022 Q3	$4.19M	Buy	+41,816	New	+$4.19M	0.02%	348

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 $8.4B AUM 51.89% 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 Capital Financial Advisors's SGOV Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.28% in Q1 2026, selling an estimated $77.7K and leaving 275,531 shares worth $27.7M. The position accounts for 0.17% of the portfolio, ranked #113.

United Capital Financial Advisors first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. The position peaked at $33M in Q1 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

United Capital Financial Advisors held 275,531 shares of iShares 0-3 Month Treasury Bond ETF worth $27.7M as of Q1 2026.
United Capital Financial Advisors sold 773 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $77.7K.
iShares 0-3 Month Treasury Bond ETF made up 0.17% of United Capital Financial Advisors's portfolio in Q1 2026, its #113 holding.
United Capital Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
United Capital Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $33M in Q1 2025.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.