Widmann Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Widmann Financial Services’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	$1.2M	Buy	11,873 +7,373	+164%	+$741K	0.71%	42
2025 Q4	$452K	Buy	4,500 +1,500	+50%	+$151K	0.28%	73
2025 Q3	$302K	Hold	3,000	–	–	0.19%	90
2025 Q2	$302K	Buy	3,000 +800	+36%	+$80.4K	0.21%	89
2025 Q1	$221K	Sell	2,200 -100	-4%	-$10.1K	0.17%	92
2024 Q4	$231K	Buy	+2,300	New	+$231K	0.18%	90

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

Widmann Financial Services's SGOV Position: Q1 2026 in Review

Widmann Financial Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 164% in Q1 2026, buying an estimated $741K and bringing the position to 11,873 shares worth $1.2M. The position accounts for 0.71% of the portfolio, ranked #42.

Widmann Financial Services first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Widmann Financial Services held 11,873 shares of iShares 0-3 Month Treasury Bond ETF worth $1.2M as of Q1 2026.
Widmann Financial Services bought 7,373 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $741K.
iShares 0-3 Month Treasury Bond ETF made up 0.71% of Widmann Financial Services's portfolio in Q1 2026, its #42 holding.
Widmann Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.