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

Aptus Capital Advisors’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	$4.96M	Buy	49,283 +26,355	+115%	+$2.65M	0.04%	342
2025 Q4	$2.3M	Buy	22,928 +10,318	+82%	+$1.04M	0.02%	419
2025 Q3	$1.27M	Sell	12,610 -12,641	-50%	-$1.27M	0.01%	511
2025 Q2	$2.54M	Buy	25,251 +4,054	+19%	+$408K	0.02%	383
2025 Q1	$2.13M	Buy	21,197 +1,318	+7%	+$132K	0.02%	382
2024 Q4	$1.99M	Buy	19,879 +18,733	+1,635%	+$1.88M	0.02%	397
2024 Q3	$115K	Buy	1,146 +714	+165%	+$71.8K	﹤0.01%	836
2024 Q2	$43.5K	Buy	432 +3	+0.7%	+$302	﹤0.01%	906
2024 Q1	$43.2K	Buy	429 +415	+2,964%	+$41.7K	﹤0.01%	905
2023 Q4	$1.4K	Buy	+14	New	+$1.41K	﹤0.01%	879
2023 Q3	–	Sell	-1,070	Closed	-$108K	–	928
2023 Q2	$108K	Sell	1,070 -89,179	-99%	-$8.95M	﹤0.01%	524
2023 Q1	$9.08M	Sell	90,249 -76,303	-46%	-$7.65M	0.24%	87
2022 Q4	$16.7M	Buy	+166,552	New	+$16.7M	0.51%	41
2022 Q3	–	Sell	-134,071	Closed	-$13.4M	–	808
2022 Q2	$13.4M	Buy	+134,071	New	+$13.4M	0.35%	40

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

Aptus Capital Advisors's SGOV Position: Q1 2026 in Review

Aptus Capital Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 115% in Q1 2026, buying an estimated $2.65M and bringing the position to 49,283 shares worth $4.96M. The position accounts for 0.04% of the portfolio, ranked #342.

Aptus Capital Advisors first reported a position in SGOV in Q2 2022 and has held it in 14 quarters since. The position peaked at $16.7M in Q4 2022. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Aptus Capital Advisors held 49,283 shares of iShares 0-3 Month Treasury Bond ETF worth $4.96M as of Q1 2026.
Aptus Capital Advisors bought 26,355 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $2.65M.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Aptus Capital Advisors's portfolio in Q1 2026, its #342 holding.
Aptus Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 14 quarters since.
Aptus Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $16.7M in Q4 2022.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.