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

Andina 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	–	Sell	-3,095	Closed	-$311K	–	168
2025 Q4	$311K	Sell	3,095 -1,682	-35%	-$169K	0.19%	117
2025 Q3	$481K	Sell	4,777 -1,707	-26%	-$172K	0.27%	86
2025 Q2	$653K	Sell	6,484 -753	-10%	-$75.7K	0.46%	53
2025 Q1	$729K	Sell	7,237 -104	-1%	-$10.5K	0.52%	45
2024 Q4	$736K	Sell	7,341 -2,126	-22%	-$214K	0.6%	41
2024 Q3	$954K	Sell	9,467 -809	-8%	-$81.3K	0.73%	36
2024 Q2	$1.03M	Sell	10,276 -1,533	-13%	-$154K	0.78%	35
2024 Q1	$1.19M	Buy	11,809 +111	+0.9%	+$11.2K	0.93%	27
2023 Q4	$1.17M	Buy	+11,698	New	+$1.17M	1.01%	27

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

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

Andina Capital Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 3,095 shares — an estimated $311K sold.

Andina Capital Management first reported a position in SGOV in Q4 2023 and held it in 9 quarters. The position peaked at $1.19M in Q1 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Andina Capital Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Andina Capital Management sold 3,095 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $311K.
Andina Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 9 quarters.
Andina Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.19M in Q1 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Andina Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.