1248 Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

1248 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 Q3	$1.5M	Buy	+14,910	New	+$1.5M	0.54%	23

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

1248 Management's SGOV Position: Q3 2026 in Review

1248 Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 14,910 shares worth $1.5M. The stake represents 0.54% of the portfolio and ranks #23 among its holdings.

1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

1248 Management held 14,910 shares of iShares 0-3 Month Treasury Bond ETF worth $1.5M as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new 1248 Management position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.54% of 1248 Management's portfolio in Q3 2026, its #23 holding.
1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on 1248 Management's 13F filing for Q3 2026, filed 12 Nov 2026.