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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Argyle Capital Partners's SGOV Position: Q1 2026 in Review

Argyle Capital Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 65% in Q1 2026, selling an estimated $462K and leaving 2,425 shares worth $244K. The position accounts for 0.18% of the portfolio, ranked #138.

Argyle Capital Partners first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $913K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Argyle Capital Partners held 2,425 shares of iShares 0-3 Month Treasury Bond ETF worth $244K as of Q1 2026.
  • Argyle Capital Partners sold 4,595 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $462K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.18% of Argyle Capital Partners's portfolio in Q1 2026, its #138 holding.
  • Argyle Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Argyle Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $913K in Q3 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Argyle Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.