Victory Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Victory Financial 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	$1.65M	Sell	16,348 -763	-4%	-$76.7K	0.2%	82
2025 Q4	$1.72M	Sell	17,111 -891	-5%	-$89.5K	0.22%	74
2025 Q3	$1.81M	Sell	18,002 -868	-5%	-$87.3K	0.25%	53
2025 Q2	$1.9M	Sell	18,870 -1,530	-8%	-$154K	0.3%	50
2025 Q1	$2.05M	Buy	20,400 +5,463	+37%	+$549K	0.39%	45
2024 Q4	$1.5M	Buy	+14,937	New	+$1.5M	0.39%	38

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

Victory Financial Group's SGOV Position: Q1 2026 in Review

Victory Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.5% in Q1 2026, selling an estimated $76.7K and leaving 16,348 shares worth $1.65M. The position accounts for 0.2% of the portfolio, ranked #82.

Victory Financial Group first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.05M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Victory Financial Group held 16,348 shares of iShares 0-3 Month Treasury Bond ETF worth $1.65M as of Q1 2026.
Victory Financial Group sold 763 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $76.7K.
iShares 0-3 Month Treasury Bond ETF made up 0.2% of Victory Financial Group's portfolio in Q1 2026, its #82 holding.
Victory Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Victory Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $2.05M 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 Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.