Westfuller Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Westfuller Advisors’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	$24.1M	Sell	239,063 -11,588	-5%	-$1.16M	10.39%	1
2025 Q4	$25.2M	Buy	250,651 +158,395	+172%	+$15.9M	10.18%	1
2025 Q3	$9.29M	Sell	92,256 -154,696	-63%	-$15.6M	4.22%	1
2025 Q2	$24.9M	Buy	246,952 +72,194	+41%	+$7.26M	14.18%	1
2025 Q1	$17.6M	Buy	174,758 +20,995	+14%	+$2.11M	11.75%	1
2024 Q4	$15.4M	Buy	153,763 +2,420	+2%	+$243K	9.8%	1
2024 Q3	$15.2M	Buy	+151,343	New	+$15.2M	10.94%	1

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

Westfuller Advisors's SGOV Position: Q1 2026 in Review

Westfuller Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.6% in Q1 2026, selling an estimated $1.16M and leaving 239,063 shares worth $24.1M. The position accounts for 10.39% of the portfolio, ranked #1.

Westfuller Advisors first reported a position in SGOV in Q3 2024 and has held it in 7 quarters since. The position peaked at $25.2M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Westfuller Advisors held 239,063 shares of iShares 0-3 Month Treasury Bond ETF worth $24.1M as of Q1 2026.
Westfuller Advisors sold 11,588 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.16M.
iShares 0-3 Month Treasury Bond ETF made up 10.39% of Westfuller Advisors's portfolio in Q1 2026, its #1 holding.
Westfuller Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
Westfuller Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $25.2M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.