Equity Investment Corp’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Equity Investment Corp’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	$136M	Buy	1,346,116 +759,075	+129%	+$76.3M	2.65%	10
2025 Q4	$58.9M	Buy	587,041 +43,469	+8%	+$4.37M	1.19%	44
2025 Q3	$54.7M	Sell	543,572 -372,702	-41%	-$37.5M	1.15%	43
2025 Q2	$92.3M	Sell	916,274 -1,143,453	-56%	-$115M	2.02%	27
2025 Q1	$207M	Buy	2,059,727 +1,060,490	+106%	+$107M	4.64%	1
2024 Q4	$100M	Sell	999,237 -666,635	-40%	-$67M	2.35%	21
2024 Q3	$168M	Buy	1,665,872 +68,861	+4%	+$6.92M	3.9%	3
2024 Q2	$161M	Sell	1,597,011 -47,285	-3%	-$4.75M	4.11%	3
2024 Q1	$166M	Buy	1,644,296 +354,872	+28%	+$35.7M	4.14%	2
2023 Q4	$129M	Sell	1,289,424 -9,546	-0.7%	-$959K	3.63%	3
2023 Q3	$131M	Sell	1,298,970 -8,175	-0.6%	-$821K	4.07%	1
2023 Q2	$132M	Buy	+1,307,145	New	+$131M	4.07%	1

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

Equity Investment Corp's SGOV Position: Q1 2026 in Review

Equity Investment Corp increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 129% in Q1 2026, buying an estimated $76.3M and bringing the position to 1,346,116 shares worth $136M. The position accounts for 2.65% of the portfolio, ranked #10.

Equity Investment Corp first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $207M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Equity Investment Corp held 1,346,116 shares of iShares 0-3 Month Treasury Bond ETF worth $136M as of Q1 2026.
Equity Investment Corp bought 759,075 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $76.3M.
iShares 0-3 Month Treasury Bond ETF made up 2.65% of Equity Investment Corp's portfolio in Q1 2026, its #10 holding.
Equity Investment Corp first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Equity Investment Corp's iShares 0-3 Month Treasury Bond ETF position peaked at $207M in Q1 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Equity Investment Corp's 13F filing for Q1 2026, filed 4 May 2026.