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

Argyle Capital Partners’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	$256K	Buy	2,545 +120	+5%	+$12.1K	0.16%	150
2026 Q1	$244K	Sell	2,425 -4,595	-65%	-$462K	0.18%	138
2025 Q4	$705K	Sell	7,020 -2,045	-23%	-$206K	0.51%	58
2025 Q3	$913K	Buy	9,065 +3,995	+79%	+$402K	0.65%	47
2025 Q2	$510K	Buy	5,070 +2,400	+90%	+$241K	0.42%	70
2025 Q1	$269K	Buy	+2,670	New	+$268K	0.23%	111

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

Argyle Capital Partners's SGOV Position: Q2 2026 in Review

Argyle Capital Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.9% in Q2 2026, buying an estimated $12.1K and bringing the position to 2,545 shares worth $256K. The position accounts for 0.16% of the portfolio, ranked #150.

Argyle Capital Partners first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $913K in Q3 2025. 1,306 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Argyle Capital Partners held 2,545 shares of iShares 0-3 Month Treasury Bond ETF worth $256K as of Q2 2026.
Argyle Capital Partners bought 120 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $12.1K.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of Argyle Capital Partners's portfolio in Q2 2026, its #150 holding.
Argyle Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Argyle Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $913K in Q3 2025.
1,306 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Argyle Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.