Everstar Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Everstar Asset 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	$3.09M	Sell	30,703 -2,783	-8%	-$280K	1.65%	6
2025 Q4	$3.15M	Buy	33,486 +6,057	+22%	+$609K	1.69%	6
2025 Q3	$2.76M	Buy	27,429 +1,691	+7%	+$170K	1.57%	8
2025 Q2	$2.59M	Buy	25,738 +949	+4%	+$95.4K	1.58%	10
2025 Q1	$2.5M	Sell	24,789 -4,066	-14%	-$409K	1.65%	10
2024 Q4	$2.89M	Buy	28,855 +941	+3%	+$94.5K	2.05%	6
2024 Q3	$2.81M	Buy	+27,914	New	+$2.81M	1.93%	6

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

Everstar Asset Management's SGOV Position: Q1 2026 in Review

Everstar Asset Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8.3% in Q1 2026, selling an estimated $280K and leaving 30,703 shares worth $3.09M. The position accounts for 1.65% of the portfolio, ranked #6.

Everstar Asset Management first reported a position in SGOV in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.15M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Everstar Asset Management held 30,703 shares of iShares 0-3 Month Treasury Bond ETF worth $3.09M as of Q1 2026.
Everstar Asset Management sold 2,783 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $280K.
iShares 0-3 Month Treasury Bond ETF made up 1.65% of Everstar Asset Management's portfolio in Q1 2026, its #6 holding.
Everstar Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
Everstar Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $3.15M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.