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 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 $1.37T 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

Evergreen Capital Management's SGOV Position: Q1 2026 in Review

Evergreen Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 19% in Q1 2026, buying an estimated $10.1M and bringing the position to 620,251 shares worth $62.4M. The position accounts for 1.35% of the portfolio, ranked #12.

Evergreen Capital Management first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Evergreen Capital Management held 620,251 shares of iShares 0-3 Month Treasury Bond ETF worth $62.4M as of Q1 2026.
Evergreen Capital Management bought 100,615 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $10.1M.
iShares 0-3 Month Treasury Bond ETF made up 1.35% of Evergreen Capital Management's portfolio in Q1 2026, its #12 holding.
Evergreen Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.