Weaver Consulting Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Weaver Consulting 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	$391K	Sell	3,880 -11	-0.3%	-$1.11K	0.09%	171
2025 Q4	$391K	Sell	3,891 -127	-3%	-$12.8K	0.1%	168
2025 Q3	$405K	Buy	4,018 +138	+4%	+$13.9K	0.1%	153
2025 Q2	$391K	Buy	3,880 +102	+3%	+$10.3K	0.11%	150
2025 Q1	$380K	Hold	3,778	–	–	0.11%	143
2024 Q4	$379K	Sell	3,778 -6	-0.2%	-$603	0.12%	138
2024 Q3	$381K	Hold	3,784	–	–	0.12%	137
2024 Q2	$381K	Hold	3,784	–	–	0.13%	128
2024 Q1	$381K	Buy	3,784 +6	+0.2%	+$603	0.14%	131
2023 Q4	$379K	Hold	3,778	–	–	0.15%	116
2023 Q3	$380K	Hold	3,778	–	–	0.17%	109
2023 Q2	$380K	Sell	3,778 -425	-10%	-$42.7K	0.17%	106
2023 Q1	$423K	Sell	4,203 -2,247	-35%	-$225K	0.19%	96
2022 Q4	$646K	Sell	6,450 -430	-6%	-$43.1K	0.33%	62
2022 Q3	$690K	Buy	+6,880	New	+$689K	0.4%	55

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

Weaver Consulting Group's SGOV Position: Q1 2026 in Review

Weaver Consulting Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.28% in Q1 2026, selling an estimated $1.11K and leaving 3,880 shares worth $391K. The position accounts for 0.09% of the portfolio, ranked #171.

Weaver Consulting Group first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. The position peaked at $690K in Q3 2022. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Weaver Consulting Group held 3,880 shares of iShares 0-3 Month Treasury Bond ETF worth $391K as of Q1 2026.
Weaver Consulting Group sold 11 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.11K.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of Weaver Consulting Group's portfolio in Q1 2026, its #171 holding.
Weaver Consulting Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
Weaver Consulting Group's iShares 0-3 Month Treasury Bond ETF position peaked at $690K in Q3 2022.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.