William Blair & Company’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

William Blair & Company’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	$10.5M	Buy	103,850 +102,470	+7,425%	+$10.3M	0.03%	342
2025 Q4	$139K	Buy	1,380 +1,299	+1,604%	+$131K	﹤0.01%	1523
2025 Q3	$8.17K	Buy	81 +1	+1%	+$101	﹤0.01%	1775
2025 Q2	$8.08K	Buy	80 +1	+1%	+$101	﹤0.01%	1745
2025 Q1	$8K	Sell	79 -169	-68%	-$17K	﹤0.01%	1728
2024 Q4	$24.9K	Sell	248 -63	-20%	-$6.33K	﹤0.01%	1672
2024 Q3	$31.3K	Buy	311 +154	+98%	+$15.5K	﹤0.01%	1675
2024 Q2	$15.8K	Buy	157 +65	+71%	+$6.53K	﹤0.01%	1710
2024 Q1	$9.23K	Buy	92 +1	+1%	+$101	﹤0.01%	1724
2023 Q4	$9.12K	Buy	+91	New	+$9.14K	﹤0.01%	1710

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 $8.4B AUM 51.89% 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

William Blair & Company's SGOV Position: Q1 2026 in Review

William Blair & Company increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7,425% in Q1 2026, buying an estimated $10.3M and bringing the position to 103,850 shares worth $10.5M. The position accounts for 0.03% of the portfolio, ranked #342.

William Blair & Company first reported a position in SGOV in Q4 2023 and has held it in 10 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

William Blair & Company held 103,850 shares of iShares 0-3 Month Treasury Bond ETF worth $10.5M as of Q1 2026.
William Blair & Company bought 102,470 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $10.3M.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of William Blair & Company's portfolio in Q1 2026, its #342 holding.
William Blair & Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.