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

Hamilton Capital Partners Inc.’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	$129M	Sell	1,279,489 -178,660	-12%	-$18M	3.74%	3
2026 Q1	$147M	Sell	1,458,149 -127,481	-8%	-$12.8M	4.93%	1
2025 Q4	$159M	Buy	1,585,630 +112,778	+8%	+$11.3M	5.85%	1
2025 Q3	$148M	Buy	1,472,852 +57,634	+4%	+$5.8M	6.14%	1
2025 Q2	$142M	Buy	1,415,218 +331,112	+31%	+$33.3M	7.27%	1
2025 Q1	$109M	Buy	1,084,106 +534,394	+97%	+$53.7M	7.01%	1
2024 Q4	$55.1M	Buy	549,712 +376,564	+217%	+$37.8M	4.11%	2
2024 Q3	$17.4M	Buy	+173,148	New	+$17.4M	1.51%	24

Other funds holding SGOV

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Hamilton Capital Partners Inc.'s SGOV Position: Q2 2026 in Review

Hamilton Capital Partners Inc. reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q2 2026, selling an estimated $18M and leaving 1,279,489 shares worth $129M. The position accounts for 3.74% of the portfolio, ranked #3.

Hamilton Capital Partners Inc. first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $159M in Q4 2025. 1,256 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Hamilton Capital Partners Inc. held 1,279,489 shares of iShares 0-3 Month Treasury Bond ETF worth $129M as of Q2 2026.
Hamilton Capital Partners Inc. sold 178,660 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $18M.
iShares 0-3 Month Treasury Bond ETF made up 3.74% of Hamilton Capital Partners Inc.'s portfolio in Q2 2026, its #3 holding.
Hamilton Capital Partners Inc. first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Hamilton Capital Partners Inc.'s iShares 0-3 Month Treasury Bond ETF position peaked at $159M in Q4 2025.
1,256 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Hamilton Capital Partners Inc.'s 13F filing for Q2 2026, filed 14 Aug 2026.