Kingstone Capital Partners Texas’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Kingstone Capital Partners Texas’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	$9.28M	Buy	92,174 +18,254	+25%	+$1.83M	5.71%	3
2025 Q4	$7.42M	Sell	73,920 -3,679	-5%	-$370K	4.33%	8
2025 Q3	$7.81M	Sell	77,599 -145,558	-65%	-$14.6M	4.53%	6
2025 Q2	$22.5M	Buy	223,157 +187,836	+532%	+$18.9M	14.67%	1
2025 Q1	$3.56M	Buy	35,321 +3,986	+13%	+$401K	2.86%	14
2024 Q4	$3.14M	Buy	+31,335	New	+$3.15M	2.56%	14

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

Kingstone Capital Partners Texas's SGOV Position: Q1 2026 in Review

Kingstone Capital Partners Texas increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 25% in Q1 2026, buying an estimated $1.83M and bringing the position to 92,174 shares worth $9.28M. The position accounts for 5.71% of the portfolio, ranked #3.

Kingstone Capital Partners Texas first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.5M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Kingstone Capital Partners Texas held 92,174 shares of iShares 0-3 Month Treasury Bond ETF worth $9.28M as of Q1 2026.
Kingstone Capital Partners Texas bought 18,254 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.83M.
iShares 0-3 Month Treasury Bond ETF made up 5.71% of Kingstone Capital Partners Texas's portfolio in Q1 2026, its #3 holding.
Kingstone Capital Partners Texas first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Kingstone Capital Partners Texas's iShares 0-3 Month Treasury Bond ETF position peaked at $22.5M in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Kingstone Capital Partners Texas's 13F filing for Q1 2026, filed 6 May 2026.