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

Gibraltar 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	$7.68M	Sell	76,269 -21,077	-22%	-$2.12M	1.18%	28
2026 Q1	$9.8M	Sell	97,346 -39,576	-29%	-$3.98M	1.69%	13
2025 Q4	$13.7M	Sell	136,922 -31,019	-18%	-$3.12M	2.34%	7
2025 Q3	$16.9M	Sell	167,941 -4,159	-2%	-$418K	3.04%	4
2025 Q2	$17.3M	Sell	172,100 -86,962	-34%	-$8.74M	3.39%	3
2025 Q1	$26.1M	Buy	+259,062	New	+$26M	5.63%	2

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

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

Gibraltar Capital Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 22% in Q2 2026, selling an estimated $2.12M and leaving 76,269 shares worth $7.68M. The position accounts for 1.18% of the portfolio, ranked #28.

Gibraltar Capital Management first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.1M in Q1 2025. 299 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Gibraltar Capital Management held 76,269 shares of iShares 0-3 Month Treasury Bond ETF worth $7.68M as of Q2 2026.
Gibraltar Capital Management sold 21,077 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.12M.
iShares 0-3 Month Treasury Bond ETF made up 1.18% of Gibraltar Capital Management's portfolio in Q2 2026, its #28 holding.
Gibraltar Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Gibraltar Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $26.1M in Q1 2025.
299 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Gibraltar Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.