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

Anson 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	$10.5M	Buy	104,220 +7,886	+8%	+$793K	7.18%	2
2025 Q4	$9.67M	Sell	96,334 -586	-0.6%	-$58.9K	7.04%	2
2025 Q3	$9.76M	Sell	96,920 -2,498	-3%	-$251K	7.32%	2
2025 Q2	$10M	Sell	99,418 -371	-0.4%	-$37.3K	8.07%	1
2025 Q1	$10M	Sell	99,789 -4,293	-4%	-$431K	8.64%	1
2024 Q4	$10.4M	Buy	104,082 +10,799	+12%	+$1.08M	9.1%	1
2024 Q3	$9.4M	Buy	93,283 +22,314	+31%	+$2.24M	8.39%	1
2024 Q2	$7.15M	Buy	70,969 +25,851	+57%	+$2.6M	7.05%	2
2024 Q1	$4.54M	Buy	45,118 +7,807	+21%	+$785K	6.53%	3
2023 Q4	$3.74M	Buy	37,311 +3,186	+9%	+$320K	6.17%	3
2023 Q3	$3.44M	Buy	34,125 +4,745	+16%	+$477K	6.53%	3
2023 Q2	$2.96M	Buy	29,380 +18,991	+183%	+$1.91M	5.48%	4
2023 Q1	$1.04M	Buy	+10,389	New	+$1.04M	1.69%	17

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

Anson Capital's SGOV Position: Q1 2026 in Review

Anson Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8.2% in Q1 2026, buying an estimated $793K and bringing the position to 104,220 shares worth $10.5M. The position accounts for 7.18% of the portfolio, ranked #2.

Anson Capital first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Anson Capital held 104,220 shares of iShares 0-3 Month Treasury Bond ETF worth $10.5M as of Q1 2026.
Anson Capital bought 7,886 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $793K.
iShares 0-3 Month Treasury Bond ETF made up 7.18% of Anson Capital's portfolio in Q1 2026, its #2 holding.
Anson Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Anson Capital's 13F filing for Q1 2026, filed 14 May 2026.