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COWA LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

COWA LLC’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 		$4.66M Sell
46,293
-3,810
-8% -$383K 1.26% 19
2025
Q4 		$5.04M Buy
50,103
+10,908
+28% +$1.1M 1.53% 19
2025
Q3 		$3.95M Buy
39,195
+5,987
+18% +$602K 1.31% 17
2025
Q2 		$3.34M Buy
33,208
+6,531
+24% +$657K 1.27% 21
2025
Q1 		$2.69M Sell
26,677
-8,284
-24% -$833K 1.15% 27
2024
Q4 		$3.51M Sell
34,961
-3,609
-9% -$363K 1.62% 18
2024
Q3 		$3.88M Sell
38,570
-2,730
-7% -$274K 1.85% 16
2024
Q2 		$4.14M Sell
41,300
-1,997
-5% -$201K 2.21% 12
2024
Q1 		$4.36M Buy
43,297
+2,051
+5% +$206K 2.57% 12
2023
Q4 		$4.14M Buy
41,246
+1,894
+5% +$190K 2.58% 12
2023
Q3 		$3.96M Sell
39,352
-445
-1% -$44.7K 2.67% 12
2023
Q2 		$4M Buy
39,797
+3,203
+9% +$322K 2.64% 12
2023
Q1 		$41.7K Buy
36,594
+32,740
+850% +$3.28M 0.03% 111
2022
Q4 		$386K Sell
3,854
-14,009
-78% -$1.4M 0.24% 78
2022
Q3 		$1.79M Sell
17,863
-118,111
-87% -$11.8M 1.18% 25
2022
Q2 		$13.6M Sell
135,974
-22,936
-14% -$2.29M 7.81% 1
2022
Q1 		$15.9M Buy
+158,910
New +$15.9M 7.89% 1

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 $8.4B AUM 51.89% 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

COWA LLC's SGOV Position: Q1 2026 in Review

COWA LLC reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.6% in Q1 2026, selling an estimated $383K and leaving 46,293 shares worth $4.66M. The position accounts for 1.26% of the portfolio, ranked #19.

COWA LLC first reported a position in SGOV in Q1 2022 and has held it in 17 quarters since. The position peaked at $15.9M in Q1 2022. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • COWA LLC held 46,293 shares of iShares 0-3 Month Treasury Bond ETF worth $4.66M as of Q1 2026.
  • COWA LLC sold 3,810 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $383K.
  • iShares 0-3 Month Treasury Bond ETF made up 1.26% of COWA LLC's portfolio in Q1 2026, its #19 holding.
  • COWA LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • COWA LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $15.9M in Q1 2022.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.