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

Arjuna 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	$40.2M	Sell	399,697 -75,619	-16%	-$7.6M	10.23%	1
2025 Q4	$47.7M	Sell	475,316 -41,406	-8%	-$4.16M	11.69%	1
2025 Q3	$52M	Sell	516,722 -34,137	-6%	-$3.43M	12.93%	1
2025 Q2	$55.5M	Buy	550,859 +65,059	+13%	+$6.54M	14.62%	1
2025 Q1	$48.9M	Buy	485,800 +431,236	+790%	+$43.3M	13.54%	1
2024 Q4	$5.47M	Sell	54,564 -4,509	-8%	-$453K	1.46%	19
2024 Q3	$5.95M	Buy	59,073 +5,497	+10%	+$553K	1.54%	16
2024 Q2	$5.4M	Buy	53,576 +5,176	+11%	+$520K	1.45%	18
2024 Q1	$4.87M	Sell	48,400 -71,010	-59%	-$7.14M	1.38%	23
2023 Q4	$12M	Sell	119,410 -55,360	-32%	-$5.56M	3.75%	5
2023 Q3	$17.6M	Buy	174,770 +27,708	+19%	+$2.78M	6.3%	3
2023 Q2	$14.8M	Sell	147,062 -53,227	-27%	-$5.34M	5.24%	4
2023 Q1	$20.1M	Buy	+200,289	New	+$20.1M	7.9%	2

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

Arjuna Capital's SGOV Position: Q1 2026 in Review

Arjuna Capital reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 16% in Q1 2026, selling an estimated $7.6M and leaving 399,697 shares worth $40.2M. The position accounts for 10.23% of the portfolio, ranked #1.

Arjuna Capital first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $55.5M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Arjuna Capital held 399,697 shares of iShares 0-3 Month Treasury Bond ETF worth $40.2M as of Q1 2026.
Arjuna Capital sold 75,619 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $7.6M.
iShares 0-3 Month Treasury Bond ETF made up 10.23% of Arjuna Capital's portfolio in Q1 2026, its #1 holding.
Arjuna Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Arjuna Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $55.5M in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Arjuna Capital's 13F filing for Q1 2026, filed 6 May 2026.