Wealthspire Advisors (New York)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wealthspire Advisors (New York)’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	$1.51M	Buy	15,012 +5,850	+64%	+$588K	0.01%	331
2025 Q4	$920K	Sell	9,162 -41	-0.4%	-$4.12K	0.01%	450
2025 Q3	$927K	Buy	9,203 +5,939	+182%	+$597K	﹤0.01%	406
2025 Q2	$329K	Buy	3,264 +720	+28%	+$72.4K	﹤0.01%	643
2025 Q1	$256K	Buy	+2,544	New	+$256K	﹤0.01%	682

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Wealthspire Advisors (New York)'s SGOV Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 64% in Q1 2026, buying an estimated $588K and bringing the position to 15,012 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #331.

Wealthspire Advisors (New York) first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. 1,215 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Wealthspire Advisors (New York) held 15,012 shares of iShares 0-3 Month Treasury Bond ETF worth $1.51M as of Q1 2026.
Wealthspire Advisors (New York) bought 5,850 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $588K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #331 holding.
Wealthspire Advisors (New York) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
1,215 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.