Curi RMB Capital’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Curi RMB 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	$5.47M	Sell	54,360 -2,653	-5%	-$267K	0.1%	206
2025 Q4	$5.72M	Buy	57,013 +1,168	+2%	+$117K	0.1%	204
2025 Q3	$5.62M	Sell	55,845 -7,129	-11%	-$717K	0.1%	205
2025 Q2	$6.34M	Sell	62,974 -8,533	-12%	-$858K	0.12%	190
2025 Q1	$7.2M	Sell	71,507 -6,292	-8%	-$632K	0.18%	159
2024 Q4	$7.8M	Sell	77,799 -381	-0.5%	-$38.3K	0.18%	157
2024 Q3	$7.87M	Sell	78,180 -25,822	-25%	-$2.6M	0.18%	156
2024 Q2	$10.5M	Buy	104,002 +14,779	+17%	+$1.49M	0.25%	122
2024 Q1	$8.99M	Buy	+89,223	New	+$8.97M	0.21%	139

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

Curi RMB Capital's SGOV Position: Q1 2026 in Review

Curi RMB Capital reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.7% in Q1 2026, selling an estimated $267K and leaving 54,360 shares worth $5.47M. The position accounts for 0.1% of the portfolio, ranked #206.

Curi RMB Capital first reported a position in SGOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.5M in Q2 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Curi RMB Capital held 54,360 shares of iShares 0-3 Month Treasury Bond ETF worth $5.47M as of Q1 2026.
Curi RMB Capital sold 2,653 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $267K.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of Curi RMB Capital's portfolio in Q1 2026, its #206 holding.
Curi RMB Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Curi RMB Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $10.5M in Q2 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.