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Westbourne Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Westbourne Investments’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 		$232K Buy
2,300
+50
+2% +$5.03K 0.11% 128
2025
Q4 		$226K Sell
2,250
-650
-22% -$65.3K 0.11% 129
2025
Q3 		$292K Buy
+2,900
New +$292K 0.14% 102

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Westbourne Investments's SGOV Position: Q1 2026 in Review

Westbourne Investments increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.2% in Q1 2026, buying an estimated $5.03K and bringing the position to 2,300 shares worth $232K. The position accounts for 0.11% of the portfolio, ranked #128.

Westbourne Investments first reported a position in SGOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $292K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Westbourne Investments held 2,300 shares of iShares 0-3 Month Treasury Bond ETF worth $232K as of Q1 2026.
  • Westbourne Investments bought 50 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $5.03K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.11% of Westbourne Investments's portfolio in Q1 2026, its #128 holding.
  • Westbourne Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Westbourne Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $292K in Q3 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.