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Wulff, Hansen & Co’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wulff, Hansen & Co’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 		$201K Hold
2,000
– – 0.21% 97
2025
Q4 		$201K Hold
2,000
– – 0.17% 101
2025
Q3 		$201K Hold
2,000
– – 0.17% 100
2025
Q2 		$201K Buy
+2,000
New +$201K 0.17% 99

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

Wulff, Hansen & Co's SGOV Position: Q1 2026 in Review

Wulff, Hansen & Co held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q1 2026 at 2,000 shares worth $201K. The position accounts for 0.21% of the portfolio, ranked #97.

Wulff, Hansen & Co first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. The position peaked at $201K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Wulff, Hansen & Co held 2,000 shares of iShares 0-3 Month Treasury Bond ETF worth $201K as of Q1 2026.
  • Wulff, Hansen & Co left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.21% of Wulff, Hansen & Co's portfolio in Q1 2026, its #97 holding.
  • Wulff, Hansen & Co first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Wulff, Hansen & Co's iShares 0-3 Month Treasury Bond ETF position peaked at $201K 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 Wulff, Hansen & Co's 13F filing for Q1 2026, filed 7 May 2026.