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 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 $1.37T 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

Elm Partners Management's SGOV Position: Q1 2026 in Review

Elm Partners Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 41% in Q1 2026, selling an estimated $19.6M and leaving 284,362 shares worth $28.6M. The position accounts for 1.24% of the portfolio, ranked #18.

Elm Partners Management first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $136M in Q3 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Elm Partners Management held 284,362 shares of iShares 0-3 Month Treasury Bond ETF worth $28.6M as of Q1 2026.
Elm Partners Management sold 194,722 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $19.6M.
iShares 0-3 Month Treasury Bond ETF made up 1.24% of Elm Partners Management's portfolio in Q1 2026, its #18 holding.
Elm Partners Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Elm Partners Management's iShares 0-3 Month Treasury Bond ETF position peaked at $136M in Q3 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.