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

Lee Johnson 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 Q1	$30.2M	Sell	300,466 -187,948	-38%	-$18.9M	10.84%	3
2025 Q4	$49M	Buy	488,414 +19,543	+4%	+$1.96M	16.82%	1
2025 Q3	$47.2M	Sell	468,871 -290,965	-38%	-$29.3M	15.68%	1
2025 Q2	$76.5M	Buy	759,836 +157,972	+26%	+$15.9M	26.33%	1
2025 Q1	$60.6M	Sell	601,864 -44,252	-7%	-$4.45M	32.04%	1
2024 Q4	$64.8M	Sell	646,116 -145,474	-18%	-$14.6M	34.2%	1
2024 Q3	$79.7M	Sell	791,590 -41,128	-5%	-$4.13M	41%	1
2024 Q2	$83.9M	Sell	832,718 -119,176	-13%	-$12M	42.79%	1
2024 Q1	$95.9M	Buy	+951,894	New	+$95.7M	49.82%	1

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

Lee Johnson Capital Management's SGOV Position: Q1 2026 in Review

Lee Johnson Capital Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 38% in Q1 2026, selling an estimated $18.9M and leaving 300,466 shares worth $30.2M. The position accounts for 10.84% of the portfolio, ranked #3.

Lee Johnson Capital Management first reported a position in SGOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $95.9M in Q1 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Lee Johnson Capital Management held 300,466 shares of iShares 0-3 Month Treasury Bond ETF worth $30.2M as of Q1 2026.
Lee Johnson Capital Management sold 187,948 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $18.9M.
iShares 0-3 Month Treasury Bond ETF made up 10.84% of Lee Johnson Capital Management's portfolio in Q1 2026, its #3 holding.
Lee Johnson Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Lee Johnson Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $95.9M in Q1 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.