Caldwell Sutter Capital’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Caldwell Sutter Capital’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	$4.42M	Buy	43,934 +15,539	+55%	+$1.56M	1.8%	8
2025 Q4	$2.85M	Buy	28,395 +10,491	+59%	+$1.05M	1.21%	14
2025 Q3	$1.8M	Buy	17,904 +9,925	+124%	+$998K	0.77%	31
2025 Q2	$803K	Buy	7,979 +3,150	+65%	+$317K	0.37%	73
2025 Q1	$486K	Buy	+4,829	New	+$485K	0.23%	113
2024 Q3	–	Sell	-250	Closed	-$25.2K	–	925
2024 Q2	$25.2K	Buy	+250	New	+$25.1K	0.01%	448

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 $8.4B AUM 51.89% 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

Caldwell Sutter Capital's SGOV Position: Q1 2026 in Review

Caldwell Sutter Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 55% in Q1 2026, buying an estimated $1.56M and bringing the position to 43,934 shares worth $4.42M. The position accounts for 1.8% of the portfolio, ranked #8.

Caldwell Sutter Capital first reported a position in SGOV in Q2 2024 and has held it in 6 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Caldwell Sutter Capital held 43,934 shares of iShares 0-3 Month Treasury Bond ETF worth $4.42M as of Q1 2026.
Caldwell Sutter Capital bought 15,539 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.56M.
iShares 0-3 Month Treasury Bond ETF made up 1.8% of Caldwell Sutter Capital's portfolio in Q1 2026, its #8 holding.
Caldwell Sutter Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 6 quarters since.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.