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 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 $1.37T 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 Capital Advisors's SGOV Position: Q1 2026 in Review

Ackerman Capital Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.05% in Q1 2026, buying an estimated $3.12K and bringing the position to 58,643 shares worth $5.9M. The position accounts for 1.21% of the portfolio, ranked #24.

Ackerman Capital Advisors first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.14M in Q1 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Ackerman Capital Advisors held 58,643 shares of iShares 0-3 Month Treasury Bond ETF worth $5.9M as of Q1 2026.
Ackerman Capital Advisors bought 31 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $3.12K.
iShares 0-3 Month Treasury Bond ETF made up 1.21% of Ackerman Capital Advisors's portfolio in Q1 2026, its #24 holding.
Ackerman Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Ackerman Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $9.14M 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 Ackerman Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.