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 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 $1.37T 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

AlphaCore Capital's SGOV Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 52% in Q1 2026, selling an estimated $355K and leaving 3,232 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #672.

AlphaCore Capital first reported a position in SGOV in Q3 2023 and has held it in 7 quarters since. The position peaked at $988K in Q4 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

AlphaCore Capital held 3,232 shares of iShares 0-3 Month Treasury Bond ETF worth $325K as of Q1 2026.
AlphaCore Capital sold 3,533 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $355K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #672 holding.
AlphaCore Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 7 quarters since.
AlphaCore Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $988K in Q4 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.