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

Brinker Capital Investments’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	$18.4M	Buy	183,012 +86,730	+90%	+$8.72M	0.16%	111
2025 Q4	$9.66M	Buy	96,282 +5,095	+6%	+$512K	0.07%	256
2025 Q3	$9.18M	Buy	91,187 +8,535	+10%	+$858K	0.07%	255
2025 Q2	$8.32M	Sell	82,652 -34,562	-29%	-$3.47M	0.07%	267
2025 Q1	$11.8M	Buy	117,214 +4,164	+4%	+$419K	0.12%	163
2024 Q4	$11.3M	Buy	113,050 +11,530	+11%	+$1.16M	0.11%	165
2024 Q3	$10.2M	Buy	101,520 +31,484	+45%	+$3.17M	0.1%	195
2024 Q2	$7.05M	Buy	70,036 +5,737	+9%	+$577K	0.07%	245
2024 Q1	$6.48M	Sell	64,299 -22,385	-26%	-$2.25M	0.07%	271
2023 Q4	$8.7M	Sell	86,684 -44,695	-34%	-$4.49M	0.1%	197
2023 Q3	$13.2M	Buy	131,379 +93,030	+243%	+$9.34M	0.16%	132
2023 Q2	$3.86M	Buy	+38,349	New	+$3.85M	0.04%	396

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

Brinker Capital Investments's SGOV Position: Q1 2026 in Review

Brinker Capital Investments increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 90% in Q1 2026, buying an estimated $8.72M and bringing the position to 183,012 shares worth $18.4M. The position accounts for 0.16% of the portfolio, ranked #111.

Brinker Capital Investments first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Brinker Capital Investments held 183,012 shares of iShares 0-3 Month Treasury Bond ETF worth $18.4M as of Q1 2026.
Brinker Capital Investments bought 86,730 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $8.72M.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of Brinker Capital Investments's portfolio in Q1 2026, its #111 holding.
Brinker Capital Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.