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

Ackerman 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	$2.87M	Sell	28,527 -700	-2%	-$70.4K	2%	10
2025 Q4	$2.93M	Sell	29,227 -1,089	-4%	-$109K	1.95%	10
2025 Q3	$3.05M	Buy	30,316 +1,053	+4%	+$106K	2.19%	9
2025 Q2	$2.95M	Buy	29,263 +1,223	+4%	+$123K	2.36%	8
2025 Q1	$2.82M	Buy	+28,040	New	+$2.82M	2.55%	8

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

Ackerman Asset Management's SGOV Position: Q1 2026 in Review

Ackerman Asset Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.4% in Q1 2026, selling an estimated $70.4K and leaving 28,527 shares worth $2.87M. The position accounts for 2% of the portfolio, ranked #10.

Ackerman Asset Management first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.05M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Ackerman Asset Management held 28,527 shares of iShares 0-3 Month Treasury Bond ETF worth $2.87M as of Q1 2026.
Ackerman Asset Management sold 700 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $70.4K.
iShares 0-3 Month Treasury Bond ETF made up 2% of Ackerman Asset Management's portfolio in Q1 2026, its #10 holding.
Ackerman Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
Ackerman Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $3.05M 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 Ackerman Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.