West Wealth Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

West Wealth 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	$760K	Buy	7,546 +968	+15%	+$97.3K	0.15%	52
2025 Q4	$660K	Buy	6,578 +1,131	+21%	+$114K	0.14%	53
2025 Q3	$548K	Sell	5,447 -390	-7%	-$39.2K	0.12%	60
2025 Q2	$586K	Buy	5,837 +2,729	+88%	+$274K	0.15%	49
2025 Q1	$312K	Buy	+3,108	New	+$312K	0.09%	72

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

West Wealth Group's SGOV Position: Q1 2026 in Review

West Wealth Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q1 2026, buying an estimated $97.3K and bringing the position to 7,546 shares worth $760K. The position accounts for 0.15% of the portfolio, ranked #52.

West Wealth Group first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

West Wealth Group held 7,546 shares of iShares 0-3 Month Treasury Bond ETF worth $760K as of Q1 2026.
West Wealth Group bought 968 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $97.3K.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of West Wealth Group's portfolio in Q1 2026, its #52 holding.
West Wealth Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.