Values First Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Values First 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	$3.43M	Buy	34,079 +724	+2%	+$72.8K	1.79%	11
2025 Q4	$3.35M	Buy	33,355 +1,609	+5%	+$162K	1.74%	10
2025 Q3	$3.2M	Buy	31,746 +19,213	+153%	+$1.93M	1.71%	11
2025 Q2	$1.26M	Sell	12,533 -208	-2%	-$20.9K	0.69%	49
2025 Q1	$1.28M	Buy	12,741 +13	+0.1%	+$1.31K	0.75%	40
2024 Q4	$1.28M	Sell	12,728 -2,635	-17%	-$265K	0.7%	43
2024 Q3	$1.55M	Sell	15,363 -43,776	-74%	-$4.4M	0.84%	39
2024 Q2	$5.96M	Buy	59,139 +718	+1%	+$72.2K	3.57%	3
2024 Q1	$5.88M	Buy	58,421 +875	+2%	+$87.9K	3.45%	3
2023 Q4	$5.77M	Buy	57,546 +6,546	+13%	+$657K	3.48%	3
2023 Q3	$5.13M	Sell	51,000 -257	-0.5%	-$25.8K	3.32%	4
2023 Q2	$5.16M	Buy	51,257 +51,003	+20,080%	+$5.12M	3.11%	4
2023 Q1	$25.5K	Buy	+254	New	+$25.5K	0.02%	210

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

Values First Advisors's SGOV Position: Q1 2026 in Review

Values First Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.2% in Q1 2026, buying an estimated $72.8K and bringing the position to 34,079 shares worth $3.43M. The position accounts for 1.79% of the portfolio, ranked #11.

Values First Advisors first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.96M in Q2 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Values First Advisors held 34,079 shares of iShares 0-3 Month Treasury Bond ETF worth $3.43M as of Q1 2026.
Values First Advisors bought 724 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $72.8K.
iShares 0-3 Month Treasury Bond ETF made up 1.79% of Values First Advisors's portfolio in Q1 2026, its #11 holding.
Values First Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Values First Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $5.96M 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 Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.