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

Avos Capital Management’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 		$76.9M Buy
763,913
+10,626
+1% +$1.07M 30.39% 2
2025
Q4 		$75.6M Buy
753,287
+99,639
+15% +$10M 33.05% 1
2025
Q3 		$65.8M Buy
653,648
+35,523
+6% +$3.57M 30.72% 1
2025
Q2 		$62.2M Sell
618,125
-35,015
-5% -$3.52M 35.49% 1
2025
Q1 		$65.8M Buy
653,140
+125,521
+24% +$12.6M 43.37% 1
2024
Q4 		$53.1M Buy
+527,619
New +$53M 42.05% 1

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

Avos Capital Management's SGOV Position: Q1 2026 in Review

Avos Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.4% in Q1 2026, buying an estimated $1.07M and bringing the position to 763,913 shares worth $76.9M. The position accounts for 30.39% of the portfolio, ranked #2.

Avos Capital Management first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Avos Capital Management held 763,913 shares of iShares 0-3 Month Treasury Bond ETF worth $76.9M as of Q1 2026.
  • Avos Capital Management bought 10,626 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.07M.
  • iShares 0-3 Month Treasury Bond ETF made up 30.39% of Avos Capital Management's portfolio in Q1 2026, its #2 holding.
  • Avos Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Avos Capital Management's 13F filing for Q1 2026, filed 15 May 2026.