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 Q2	$77.2M	Buy	766,814 +2,901	+0.4%	+$292K	32.07%	2
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 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

Avos Capital Management's SGOV Position: Q2 2026 in Review

Avos Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.38% in Q2 2026, buying an estimated $292K and bringing the position to 766,814 shares worth $77.2M. The position accounts for 32.07% of the portfolio, ranked #2.

Avos Capital Management first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Avos Capital Management held 766,814 shares of iShares 0-3 Month Treasury Bond ETF worth $77.2M as of Q2 2026.
Avos Capital Management bought 2,901 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $292K.
iShares 0-3 Month Treasury Bond ETF made up 32.07% of Avos Capital Management's portfolio in Q2 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 7 quarters since.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Avos Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.