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

Fourpath 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 Q3	$59.4M	Buy	+589,726	New	+$59.3M	7.72%	2
2024 Q1	–	Sell	-4,827	Closed	-$484K	–	146
2023 Q4	$484K	Sell	4,827 -946	-16%	-$95K	0.33%	67
2023 Q3	$581K	Buy	+5,773	New	+$580K	0.44%	55

Other funds holding SGOV

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Fourpath Capital Management's SGOV Position: Q3 2026 in Review

Fourpath Capital Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 589,726 shares worth $59.4M. The stake represents 7.72% of the portfolio and ranks #2 among its holdings. This is a return to the name: Fourpath Capital Management previously reported a position in SGOV as recently as Q4 2023.

Fourpath Capital Management first reported a position in SGOV in Q3 2023 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Fourpath Capital Management held 589,726 shares of iShares 0-3 Month Treasury Bond ETF worth $59.4M as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Fourpath Capital Management position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 7.72% of Fourpath Capital Management's portfolio in Q3 2026, its #2 holding.
Fourpath Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 3 quarters since.
409 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Fourpath Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.