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Woodley Farra Manion Portfolio Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Woodley Farra Manion Portfolio Management’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 		$173M Buy
1,715,434
+417,354
+32% +$42M 8.4% 1
2025
Q4 		$130M Buy
1,298,080
+340,319
+36% +$34.2M 6.21% 1
2025
Q3 		$96.4M Sell
957,761
-171,224
-15% -$17.2M 4.54% 3
2025
Q2 		$114M Sell
1,128,985
-313,081
-22% -$31.5M 5.34% 1
2025
Q1 		$145M Sell
1,442,066
-167,136
-10% -$16.8M 7.22% 1
2024
Q4 		$161M Buy
1,609,202
+428,035
+36% +$43M 8.04% 1
2024
Q3 		$119M Sell
1,181,167
-37,404
-3% -$3.76M 5.99% 1
2024
Q2 		$123M Buy
1,218,571
+519,967
+74% +$52.3M 6.66% 1
2024
Q1 		$70.4M Sell
698,604
-100,624
-13% -$10.1M 3.87% 5
2023
Q4 		$80.1M Sell
799,228
-249,981
-24% -$25.1M 4.79% 1
2023
Q3 		$106M Buy
1,049,209
+258,358
+33% +$26M 7.04% 1
2023
Q2 		$79.6M Sell
790,851
-34,069
-4% -$3.42M 5.12% 1
2023
Q1 		$83M Buy
824,920
+479,133
+139% +$48.1M 5.65% 1
2022
Q4 		$34.6M Sell
345,787
-45,413
-12% -$4.55M 2.51% 24
2022
Q3 		$39.2M Buy
391,200
+186,883
+91% +$18.7M 3.18% 16
2022
Q2 		$20.5M Buy
+204,317
New +$20.4M 1.67% 25

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 $445B AUM 25.58% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Woodley Farra Manion Portfolio Management's SGOV Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 32% in Q1 2026, buying an estimated $42M and bringing the position to 1,715,434 shares worth $173M. The position accounts for 8.4% of the portfolio, ranked #1.

Woodley Farra Manion Portfolio Management first reported a position in SGOV in Q2 2022 and has held it in 16 quarters since. 1,215 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Woodley Farra Manion Portfolio Management held 1,715,434 shares of iShares 0-3 Month Treasury Bond ETF worth $173M as of Q1 2026.
  • Woodley Farra Manion Portfolio Management bought 417,354 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $42M.
  • iShares 0-3 Month Treasury Bond ETF made up 8.4% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #1 holding.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.