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

AlphaCore Capital’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	$444K	Buy	4,414 +1,182	+37%	+$119K	0.01%	746
2026 Q1	$325K	Sell	3,232 -3,533	-52%	-$355K	0.01%	672
2025 Q4	$679K	Buy	6,765 +1,372	+25%	+$138K	0.02%	523
2025 Q3	$543K	Sell	5,393 -1,165	-18%	-$117K	0.02%	425
2025 Q2	$660K	Sell	6,558 -1,158	-15%	-$116K	0.03%	332
2025 Q1	$777K	Buy	+7,716	New	+$776K	0.07%	198
2024 Q1	–	Sell	-9,855	Closed	-$988K	–	341
2023 Q4	$988K	Buy	9,855 +1,777	+22%	+$178K	0.14%	104
2023 Q3	$813K	Buy	+8,078	New	+$811K	0.13%	111

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

AlphaCore Capital's SGOV Position: Q2 2026 in Review

AlphaCore Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 37% in Q2 2026, buying an estimated $119K and bringing the position to 4,414 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #746.

AlphaCore Capital first reported a position in SGOV in Q3 2023 and has held it in 8 quarters since. The position peaked at $988K in Q4 2023. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

AlphaCore Capital held 4,414 shares of iShares 0-3 Month Treasury Bond ETF worth $444K as of Q2 2026.
AlphaCore Capital bought 1,182 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $119K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #746 holding.
AlphaCore Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 8 quarters since.
AlphaCore Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $988K in Q4 2023.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.