Ackerman Capital Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ackerman Capital Advisors’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 Q2	$5.74M	Sell	57,034 -1,609	-3%	-$162K	1.16%	26
2026 Q1	$5.9M	Buy	58,643 +31	+0.1%	+$3.12K	1.21%	24
2025 Q4	$5.88M	Sell	58,612 -1,717	-3%	-$173K	1.18%	23
2025 Q3	$6.08M	Buy	60,329 +1,903	+3%	+$191K	1.27%	20
2025 Q2	$5.88M	Buy	58,426 +2,410	+4%	+$242K	1.37%	19
2025 Q1	$5.64M	Buy	56,016 +415	+0.7%	+$41.7K	1.49%	20
2024 Q4	$5.58M	Sell	55,601 -4,349	-7%	-$437K	1.46%	18
2024 Q3	$6.04M	Sell	59,950 -19,595	-25%	-$1.97M	1.56%	18
2024 Q2	$8.01M	Sell	79,545 -5,702	-7%	-$573K	2.12%	14
2024 Q1	$8.59M	Buy	85,247 +28,307	+50%	+$2.85M	2.37%	12
2023 Q4	$5.71M	Sell	56,940 -4,130	-7%	-$415K	1.6%	18
2023 Q3	$6.15M	Sell	61,070 -23,598	-28%	-$2.37M	1.71%	19
2023 Q2	$8.52M	Sell	84,668 -6,182	-7%	-$621K	2.21%	13
2023 Q1	$9.14M	Buy	+90,850	New	+$9.11M	2.37%	12

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ackerman Capital Advisors's SGOV Position: Q2 2026 in Review

Ackerman Capital Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.7% in Q2 2026, selling an estimated $162K and leaving 57,034 shares worth $5.74M. The position accounts for 1.16% of the portfolio, ranked #26.

Ackerman Capital Advisors first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.14M in Q1 2023. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Ackerman Capital Advisors held 57,034 shares of iShares 0-3 Month Treasury Bond ETF worth $5.74M as of Q2 2026.
Ackerman Capital Advisors sold 1,609 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $162K.
iShares 0-3 Month Treasury Bond ETF made up 1.16% of Ackerman Capital Advisors's portfolio in Q2 2026, its #26 holding.
Ackerman Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Ackerman Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $9.14M in Q1 2023.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.