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Denali Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Denali Advisors’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 		$689K Sell
6,849
-1,495
-18% -$150K 0.08% 215
2025
Q4 		$838K Sell
8,344
-881
-10% -$88.5K 0.09% 201
2025
Q3 		$929K Buy
9,225
+196
+2% +$19.7K 0.11% 172
2025
Q2 		$909K Sell
9,029
-2,792
-24% -$281K 0.09% 181
2025
Q1 		$1.19M Buy
11,821
+3,317
+39% +$333K 0.14% 156
2024
Q4 		$853K Sell
8,504
-7,313
-46% -$735K 0.09% 185
2024
Q3 		$1.59M Buy
+15,817
New +$1.59M 0.17% 141

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 $6.11B AUM 33.56% 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

Denali Advisors's SGOV Position: Q1 2026 in Review

Denali Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q1 2026, selling an estimated $150K and leaving 6,849 shares worth $689K. The position accounts for 0.08% of the portfolio, ranked #215.

Denali Advisors first reported a position in SGOV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q3 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Denali Advisors held 6,849 shares of iShares 0-3 Month Treasury Bond ETF worth $689K as of Q1 2026.
  • Denali Advisors sold 1,495 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $150K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of Denali Advisors's portfolio in Q1 2026, its #215 holding.
  • Denali Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Denali Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.59M in Q3 2024.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.