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

Blue Capital 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
Q1 		$1.64M Buy
16,315
+4,110
+34% +$413K 1.07% 37
2025
Q4 		$1.23M Buy
12,205
+74
+0.6% +$7.44K 0.87% 38
2025
Q3 		$1.22M Buy
12,131
+351
+3% +$35.3K 0.91% 42
2025
Q2 		$1.19M Buy
+11,780
New +$1.18M 0.84% 42

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

Blue Capital Inc's SGOV Position: Q1 2026 in Review

Blue Capital Inc increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 34% in Q1 2026, buying an estimated $413K and bringing the position to 16,315 shares worth $1.64M. The position accounts for 1.07% of the portfolio, ranked #37.

Blue Capital Inc first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Blue Capital Inc held 16,315 shares of iShares 0-3 Month Treasury Bond ETF worth $1.64M as of Q1 2026.
  • Blue Capital Inc bought 4,110 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $413K.
  • iShares 0-3 Month Treasury Bond ETF made up 1.07% of Blue Capital Inc's portfolio in Q1 2026, its #37 holding.
  • Blue Capital Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Blue Capital Inc's 13F filing for Q1 2026, filed 24 Apr 2026.