17 Capital Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

17 Capital Partners’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	$6.82M	Buy	67,714 +39,325	+139%	+$3.95M	3.51%	2
2025 Q4	$2.85M	Buy	28,389 +16,724	+143%	+$1.68M	1.47%	9
2025 Q3	$1.17M	Buy	11,665 +1,889	+19%	+$190K	0.64%	50
2025 Q2	$984K	Buy	9,776 +2,078	+27%	+$209K	0.57%	64
2025 Q1	$775K	Buy	+7,698	New	+$774K	0.5%	66

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

17 Capital Partners's SGOV Position: Q1 2026 in Review

17 Capital Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 139% in Q1 2026, buying an estimated $3.95M and bringing the position to 67,714 shares worth $6.82M. The position accounts for 3.51% of the portfolio, ranked #2.

17 Capital Partners first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

17 Capital Partners held 67,714 shares of iShares 0-3 Month Treasury Bond ETF worth $6.82M as of Q1 2026.
17 Capital Partners bought 39,325 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $3.95M.
iShares 0-3 Month Treasury Bond ETF made up 3.51% of 17 Capital Partners's portfolio in Q1 2026, its #2 holding.
17 Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on 17 Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.