Wedbush Securities’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wedbush Securities’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	$35.1M	Buy	348,522 +33,926	+11%	+$3.41M	1.02%	11
2025 Q4	$31.6M	Buy	314,596 +11,852	+4%	+$1.19M	0.92%	13
2025 Q3	$30.5M	Buy	302,744 +29,049	+11%	+$2.92M	1%	13
2025 Q2	$27.6M	Buy	273,695 +41,094	+18%	+$4.13M	0.96%	12
2025 Q1	$23.4M	Buy	232,601 +34,963	+18%	+$3.51M	0.86%	13
2024 Q4	$19.8M	Buy	197,638 +15,506	+9%	+$1.56M	0.71%	17
2024 Q3	$18.3M	Buy	182,132 +34,469	+23%	+$3.47M	0.68%	16
2024 Q2	$14.9M	Sell	147,663 -15,881	-10%	-$1.6M	0.53%	21
2024 Q1	$16.5M	Sell	163,544 -242,684	-60%	-$24.4M	0.61%	20
2023 Q4	$40.7M	Sell	406,228 -343,070	-46%	-$34.5M	1.8%	6
2023 Q3	$75.4M	Buy	749,298 +629,898	+528%	+$63.3M	3.75%	3
2023 Q2	$12M	Buy	119,400 +31,015	+35%	+$3.11M	0.57%	22
2023 Q1	$8.89M	Buy	88,385 +39,276	+80%	+$3.94M	0.44%	29
2022 Q4	$4.92M	Sell	49,109 -2,596	-5%	-$260K	0.27%	64
2022 Q3	$5.18M	Buy	51,705 +7,142	+16%	+$715K	0.29%	56
2022 Q2	$4.46M	Buy	44,563 +582	+1%	+$58.2K	0.24%	61
2022 Q1	$4.4M	Buy	+43,981	New	+$4.4M	0.2%	77

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

Wedbush Securities's SGOV Position: Q1 2026 in Review

Wedbush Securities increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q1 2026, buying an estimated $3.41M and bringing the position to 348,522 shares worth $35.1M. The position accounts for 1.02% of the portfolio, ranked #11.

Wedbush Securities first reported a position in SGOV in Q1 2022 and has held it in 17 quarters since. The position peaked at $75.4M in Q3 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Wedbush Securities held 348,522 shares of iShares 0-3 Month Treasury Bond ETF worth $35.1M as of Q1 2026.
Wedbush Securities bought 33,926 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $3.41M.
iShares 0-3 Month Treasury Bond ETF made up 1.02% of Wedbush Securities's portfolio in Q1 2026, its #11 holding.
Wedbush Securities first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
Wedbush Securities's iShares 0-3 Month Treasury Bond ETF position peaked at $75.4M in Q3 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.