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Almanack Investment Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Almanack Investment Partners’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 		$34.6M Buy
343,434
+48,935
+17% +$4.92M 5.84% 4
2025
Q4 		$29.6M Buy
294,499
+77,765
+36% +$7.82M 5.02% 5
2025
Q3 		$21.8M Sell
216,734
-47,124
-18% -$4.74M 3.38% 8
2025
Q2 		$26.6M Sell
263,858
-37,840
-13% -$3.8M 4.23% 4
2025
Q1 		$30.4M Buy
301,698
+31,178
+12% +$3.13M 6.02% 3
2024
Q4 		$27.1M Sell
270,520
-8,717
-3% -$876K 4.19% 3
2024
Q3 		$28.1M Buy
279,237
+67,283
+32% +$6.76M 4.42% 3
2024
Q2 		$21.3M Sell
211,954
-87,997
-29% -$8.85M 3.6% 5
2024
Q1 		$30.2M Sell
299,951
-13,258
-4% -$1.33M 5.14% 3
2023
Q4 		$31.4M Sell
313,209
-315,086
-50% -$31.6M 5.83% 4
2023
Q3 		$63.3M Sell
628,295
-279,193
-31% -$28M 12.24% 2
2023
Q2 		$91.3M Sell
907,488
-57,158
-6% -$5.74M 16.04% 2
2023
Q1 		$97M Buy
964,646
+66,024
+7% +$6.62M 19.14% 1
2022
Q4 		$90M Buy
+898,622
New +$90M 19.18% 1
2022
Q3 		– Sell
-39,972
Closed -$4M – 911
2022
Q2 		$4M Buy
+39,972
New +$4M 0.4% 46

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Almanack Investment Partners's SGOV Position: Q1 2026 in Review

Almanack Investment Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q1 2026, buying an estimated $4.92M and bringing the position to 343,434 shares worth $34.6M. The position accounts for 5.84% of the portfolio, ranked #4.

Almanack Investment Partners first reported a position in SGOV in Q2 2022 and has held it in 15 quarters since. The position peaked at $97M in Q1 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Almanack Investment Partners held 343,434 shares of iShares 0-3 Month Treasury Bond ETF worth $34.6M as of Q1 2026.
  • Almanack Investment Partners bought 48,935 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $4.92M.
  • iShares 0-3 Month Treasury Bond ETF made up 5.84% of Almanack Investment Partners's portfolio in Q1 2026, its #4 holding.
  • Almanack Investment Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Almanack Investment Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $97M 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 Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.