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

3EDGE Asset 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	$102M	Buy	1,012,944 +588,843	+139%	+$59.2M	4.93%	4
2025 Q4	$42.6M	Buy	424,101 +140,658	+50%	+$14.1M	2.21%	14
2025 Q3	$28.5M	Buy	283,443 +542	+0.2%	+$54.5K	1.61%	17
2025 Q2	$28.5M	Buy	282,901 +51,633	+22%	+$5.19M	1.77%	16
2025 Q1	$23.3M	Buy	231,268 +49,035	+27%	+$4.93M	1.58%	15
2024 Q4	$18.3M	Buy	+182,233	New	+$18.3M	1.13%	17
2023 Q2	–	Sell	-2,418,833	Closed	-$243M	–	49
2023 Q1	$243M	Buy	2,418,833 +131,925	+6%	+$13.2M	18.32%	1
2022 Q4	$229M	Buy	2,286,908 +398,142	+21%	+$39.9M	17.8%	2
2022 Q3	$189M	Buy	+1,888,766	New	+$189M	14.71%	2

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 $6.11B AUM 33.56% 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

3EDGE Asset Management's SGOV Position: Q1 2026 in Review

3EDGE Asset Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 139% in Q1 2026, buying an estimated $59.2M and bringing the position to 1,012,944 shares worth $102M. The position accounts for 4.93% of the portfolio, ranked #4.

3EDGE Asset Management first reported a position in SGOV in Q3 2022 and has held it in 9 quarters since. The position peaked at $243M in Q1 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

3EDGE Asset Management held 1,012,944 shares of iShares 0-3 Month Treasury Bond ETF worth $102M as of Q1 2026.
3EDGE Asset Management bought 588,843 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $59.2M.
iShares 0-3 Month Treasury Bond ETF made up 4.93% of 3EDGE Asset Management's portfolio in Q1 2026, its #4 holding.
3EDGE Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 9 quarters since.
3EDGE Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $243M in Q1 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on 3EDGE Asset Management's 13F filing for Q1 2026, filed 15 May 2026.