Hanlon Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Hanlon Investment 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	$9.5M	Buy	94,420 +29,255	+45%	+$2.94M	5.24%	1
2025 Q4	$6.54M	Buy	65,165 +333	+0.5%	+$33.5K	3.63%	1
2025 Q3	$6.53M	Buy	64,832 +1,077	+2%	+$108K	3.92%	1
2025 Q2	$6.42M	Sell	63,755 -5,047	-7%	-$507K	4.6%	1
2025 Q1	$6.93M	Sell	68,802 -262,254	-79%	-$26.4M	5.22%	1
2024 Q4	$33.2M	Buy	331,056 +199,335	+151%	+$20M	9.06%	2
2024 Q3	$13.3M	Sell	131,721 -16,939	-11%	-$1.7M	3.72%	5
2024 Q2	$15M	Sell	148,660 -15,537	-9%	-$1.56M	4.43%	5
2024 Q1	$16.5M	Sell	164,197 -7,666	-4%	-$770K	5.03%	5
2023 Q4	$17.2M	Sell	171,863 -299,312	-64%	-$30.1M	5.46%	4
2023 Q3	$47.4M	Buy	471,175 +327,462	+228%	+$32.9M	14.34%	2
2023 Q2	$14.5M	Sell	143,713 -219,855	-60%	-$22.1M	4.2%	5
2023 Q1	$36.6M	Buy	+363,568	New	+$36.5M	10.9%	2

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

Hanlon Investment Management's SGOV Position: Q1 2026 in Review

Hanlon Investment Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 45% in Q1 2026, buying an estimated $2.94M and bringing the position to 94,420 shares worth $9.5M. The position accounts for 5.24% of the portfolio, ranked #1.

Hanlon Investment Management first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $47.4M in Q3 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Hanlon Investment Management held 94,420 shares of iShares 0-3 Month Treasury Bond ETF worth $9.5M as of Q1 2026.
Hanlon Investment Management bought 29,255 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $2.94M.
iShares 0-3 Month Treasury Bond ETF made up 5.24% of Hanlon Investment Management's portfolio in Q1 2026, its #1 holding.
Hanlon Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Hanlon Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $47.4M in Q3 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Hanlon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.