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Greenwood Capital Associates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Greenwood Capital Associates’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 		– Sell
-4,966
Closed -$500K – 302
2026
Q1 		$500K Buy
+4,966
New +$499K 0.06% 205

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UBS Group
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Cerity Partners
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Greenwood Capital Associates's SGOV Position: Q2 2026 in Review

Greenwood Capital Associates sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 4,966 shares — an estimated $500K sold.

Greenwood Capital Associates first reported a position in SGOV in Q1 2026 and held it in 1 quarter. The position peaked at $500K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Greenwood Capital Associates reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Greenwood Capital Associates sold 4,966 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $500K.
  • Greenwood Capital Associates first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Greenwood Capital Associates's iShares 0-3 Month Treasury Bond ETF position peaked at $500K in Q1 2026.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.