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

Buckhead 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	$379K	Buy	+3,762	New	+$378K	0.14%	110
2025 Q3	–	Sell	-2,293	Closed	-$231K	–	135
2025 Q2	$231K	Hold	2,293	–	–	0.09%	118
2025 Q1	$231K	Hold	2,293	–	–	0.07%	116
2024 Q4	$230K	Sell	2,293 -2,167	-49%	-$218K	0.07%	114
2024 Q3	$449K	Sell	4,460 -2,983	-40%	-$300K	0.14%	88
2024 Q2	$750K	Buy	7,443 +1,863	+33%	+$187K	0.25%	71
2024 Q1	$562K	Buy	5,580 +2,193	+65%	+$220K	0.19%	78
2023 Q4	$340K	Sell	3,387 -4,967	-59%	-$499K	0.13%	102
2023 Q3	$841K	Buy	+8,354	New	+$839K	0.35%	64

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

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

Buckhead Capital Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 3,762 shares worth $379K. The stake represents 0.14% of the portfolio and ranks #110 among its holdings. This is a return to the name: Buckhead Capital Management previously reported a position in SGOV as recently as Q2 2025.

Buckhead Capital Management first reported a position in SGOV in Q3 2023 and has held it in 9 quarters since. The position peaked at $841K in Q3 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Buckhead Capital Management held 3,762 shares of iShares 0-3 Month Treasury Bond ETF worth $379K as of Q1 2026.
iShares 0-3 Month Treasury Bond ETF was a new Buckhead Capital Management position in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.14% of Buckhead Capital Management's portfolio in Q1 2026, its #110 holding.
Buckhead Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 9 quarters since.
Buckhead Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $841K in Q3 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Buckhead Capital Management's 13F filing for Q1 2026, filed 8 May 2026.