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 Q2	$903K	Buy	8,973 +5,211	+139%	+$524K	0.31%	69
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 $1.55T 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

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

Buckhead Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 139% in Q2 2026, buying an estimated $524K and bringing the position to 8,973 shares worth $903K. The position accounts for 0.31% of the portfolio, ranked #69.

Buckhead Capital Management first reported a position in SGOV in Q3 2023 and has held it in 10 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Buckhead Capital Management held 8,973 shares of iShares 0-3 Month Treasury Bond ETF worth $903K as of Q2 2026.
Buckhead Capital Management bought 5,211 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $524K.
iShares 0-3 Month Treasury Bond ETF made up 0.31% of Buckhead Capital Management's portfolio in Q2 2026, its #69 holding.
Buckhead Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 10 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Buckhead Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.