ACR Alpine Capital Research’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

ACR Alpine Capital Research’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	$21.8M	Sell	216,767 -44,600	-17%	-$4.48M	0.31%	21
2026 Q1	$26.3M	Buy	261,367 +99,062	+61%	+$9.96M	0.39%	19
2025 Q4	$16.3M	Buy	162,305 +66,305	+69%	+$6.66M	0.25%	21
2025 Q3	$9.67M	Buy	+96,000	New	+$9.65M	0.17%	20

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

ACR Alpine Capital Research's SGOV Position: Q2 2026 in Review

ACR Alpine Capital Research reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q2 2026, selling an estimated $4.48M and leaving 216,767 shares worth $21.8M. The position accounts for 0.31% of the portfolio, ranked #21.

ACR Alpine Capital Research first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $26.3M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

ACR Alpine Capital Research held 216,767 shares of iShares 0-3 Month Treasury Bond ETF worth $21.8M as of Q2 2026.
ACR Alpine Capital Research sold 44,600 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.48M.
iShares 0-3 Month Treasury Bond ETF made up 0.31% of ACR Alpine Capital Research's portfolio in Q2 2026, its #21 holding.
ACR Alpine Capital Research first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
ACR Alpine Capital Research's iShares 0-3 Month Treasury Bond ETF position peaked at $26.3M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on ACR Alpine Capital Research's 13F filing for Q2 2026, filed 29 Jul 2026.