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 Q2	$10.4M	Buy	103,266 +11,092	+12%	+$1.12M	5.54%	3
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Kingstone Capital Partners Texas's SGOV Position: Q2 2026 in Review

Kingstone Capital Partners Texas increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q2 2026, buying an estimated $1.12M and bringing the position to 103,266 shares worth $10.4M. The position accounts for 5.54% of the portfolio, ranked #3.

Kingstone Capital Partners Texas first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.5M in Q2 2025. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Kingstone Capital Partners Texas held 103,266 shares of iShares 0-3 Month Treasury Bond ETF worth $10.4M as of Q2 2026.
Kingstone Capital Partners Texas bought 11,092 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.12M.
iShares 0-3 Month Treasury Bond ETF made up 5.54% of Kingstone Capital Partners Texas's portfolio in Q2 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 7 quarters since.
Kingstone Capital Partners Texas's iShares 0-3 Month Treasury Bond ETF position peaked at $22.5M in Q2 2025.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Kingstone Capital Partners Texas's 13F filing for Q2 2026, filed 11 Aug 2026.