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 Q2	$10.3M	Sell	102,143 -2,077	-2%	-$209K	6.69%	1
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 $1.55T 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

Anson Capital's SGOV Position: Q2 2026 in Review

Anson Capital reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2% in Q2 2026, selling an estimated $209K and leaving 102,143 shares worth $10.3M. The position accounts for 6.69% of the portfolio, ranked #1.

Anson Capital first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.5M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Anson Capital held 102,143 shares of iShares 0-3 Month Treasury Bond ETF worth $10.3M as of Q2 2026.
Anson Capital sold 2,077 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $209K.
iShares 0-3 Month Treasury Bond ETF made up 6.69% of Anson Capital's portfolio in Q2 2026, its #1 holding.
Anson Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Anson Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $10.5M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Anson Capital's 13F filing for Q2 2026, filed 29 Jul 2026.