Elm Partners Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Elm Partners 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	$21.4M	Sell	212,608 -71,754	-25%	-$7.21M	0.77%	23
2026 Q1	$28.6M	Sell	284,362 -194,722	-41%	-$19.6M	1.24%	18
2025 Q4	$48.1M	Sell	479,084 -326,134	-41%	-$32.8M	2.18%	13
2025 Q3	$81.1M	Sell	805,218 -454,921	-36%	-$45.7M	4.05%	8
2025 Q2	$127M	Buy	1,260,139 +187,364	+17%	+$18.8M	7.37%	5
2025 Q1	$108M	Sell	1,072,775 -92,200	-8%	-$9.27M	6.95%	6
2024 Q4	$117M	Buy	1,164,975 +819,640	+237%	+$82.3M	7.98%	5
2024 Q3	$34.8M	Sell	345,335 -233,613	-40%	-$23.5M	2.49%	11
2024 Q2	$58.3M	Sell	578,948 -331,790	-36%	-$33.4M	4.48%	8
2024 Q1	$91.7M	Buy	910,738 +299,344	+49%	+$30.1M	7.26%	6
2023 Q4	$61.3M	Sell	611,394 -734,726	-55%	-$73.8M	5.57%	6
2023 Q3	$136M	Buy	1,346,120 +987,061	+275%	+$99.1M	14.02%	1
2023 Q2	$36.1M	Buy	+359,059	New	+$36.1M	3.64%	8

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

Elm Partners Management's SGOV Position: Q2 2026 in Review

Elm Partners Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 25% in Q2 2026, selling an estimated $7.21M and leaving 212,608 shares worth $21.4M. The position accounts for 0.77% of the portfolio, ranked #23.

Elm Partners Management first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $136M in Q3 2023. 1,303 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Elm Partners Management held 212,608 shares of iShares 0-3 Month Treasury Bond ETF worth $21.4M as of Q2 2026.
Elm Partners Management sold 71,754 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.21M.
iShares 0-3 Month Treasury Bond ETF made up 0.77% of Elm Partners Management's portfolio in Q2 2026, its #23 holding.
Elm Partners Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Elm Partners Management's iShares 0-3 Month Treasury Bond ETF position peaked at $136M in Q3 2023.
1,303 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.