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

AlphaStar Capital Management’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 		$93.3M Buy
927,225
+350,828
+61% +$35.3M 6.88% 4
2025
Q4 		$57.9M Sell
576,397
-907,688
-61% -$91.2M 4.25% 6
2025
Q3 		$83.7M Sell
1,484,085
-42,938
-3% -$4.32M 7.21% 4
2025
Q2 		$86.8M Sell
1,527,023
-355,416
-19% -$35.7M 6.1% 4
2025
Q1 		$138M Buy
1,882,439
+1,203,917
+177% +$121M 13.85% 1
2024
Q4 		$68.1M Sell
678,522
-323,709
-32% -$32.5M 7.12% 4
2024
Q3 		$72.8M Buy
1,002,231
+364,218
+57% +$36.6M 5.78% 4
2024
Q2 		$64.3M Buy
638,013
+37,592
+6% +$3.78M 5.93% 4
2024
Q1 		$60.5M Buy
600,421
+32,230
+6% +$3.24M 6.2% 4
2023
Q4 		$57M Sell
568,191
-89,051
-14% -$8.94M 5.2% 4
2023
Q3 		$66.2M Buy
657,242
+207,714
+46% +$20.9M 8.28% 3
2023
Q2 		$45.2M Sell
449,528
-552,227
-55% -$55.4M 5.1% 6
2023
Q1 		$101M Sell
1,001,755
-1,393,928
-58% -$140M 8.56% 3
2022
Q4 		$240M Sell
2,395,683
-378,694
-14% -$37.9M 24.67% 1
2022
Q3 		$278M Buy
2,774,377
+251,066
+10% +$25.1M 29.87% 1
2022
Q2 		$253M Buy
2,523,311
+1,413,273
+127% +$141M 23.34% 1
2022
Q1 		$111M Buy
+1,110,038
New +$111M 8.97% 1

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

AlphaStar Capital Management's SGOV Position: Q1 2026 in Review

AlphaStar Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 61% in Q1 2026, buying an estimated $35.3M and bringing the position to 927,225 shares worth $93.3M. The position accounts for 6.88% of the portfolio, ranked #4.

AlphaStar Capital Management first reported a position in SGOV in Q1 2022 and has held it in 17 quarters since. The position peaked at $278M in Q3 2022. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • AlphaStar Capital Management held 927,225 shares of iShares 0-3 Month Treasury Bond ETF worth $93.3M as of Q1 2026.
  • AlphaStar Capital Management bought 350,828 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $35.3M.
  • iShares 0-3 Month Treasury Bond ETF made up 6.88% of AlphaStar Capital Management's portfolio in Q1 2026, its #4 holding.
  • AlphaStar Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • AlphaStar Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $278M in Q3 2022.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on AlphaStar Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.