Evergreen Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Evergreen Capital 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	$51.1M	Sell	507,483 -112,768	-18%	-$11.3M	0.9%	19
2026 Q1	$62.4M	Buy	620,251 +100,615	+19%	+$10.1M	1.35%	12
2025 Q4	$52.2M	Buy	519,636 +232,085	+81%	+$23.3M	1.16%	14
2025 Q3	$29M	Buy	287,551 +80,610	+39%	+$8.11M	0.69%	22
2025 Q2	$20.8M	Buy	206,941 +56,667	+38%	+$5.7M	0.63%	30
2025 Q1	$15.1M	Buy	150,274 +76,187	+103%	+$7.66M	0.51%	47
2024 Q4	$7.43M	Buy	74,087 +21,798	+42%	+$2.19M	0.24%	117
2024 Q3	$5.27M	Buy	52,289 +27,972	+115%	+$2.81M	0.18%	144
2024 Q2	$2.45M	Buy	+24,317	New	+$2.44M	0.09%	218

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

Evergreen Capital Management's SGOV Position: Q2 2026 in Review

Evergreen Capital Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q2 2026, selling an estimated $11.3M and leaving 507,483 shares worth $51.1M. The position accounts for 0.9% of the portfolio, ranked #19.

Evergreen Capital Management first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $62.4M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Evergreen Capital Management held 507,483 shares of iShares 0-3 Month Treasury Bond ETF worth $51.1M as of Q2 2026.
Evergreen Capital Management sold 112,768 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $11.3M.
iShares 0-3 Month Treasury Bond ETF made up 0.9% of Evergreen Capital Management's portfolio in Q2 2026, its #19 holding.
Evergreen Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Evergreen Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $62.4M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.