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 Q2	$62.1M	Buy	616,805 +316,339	+105%	+$31.8M	19.42%	1
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 $1.55T 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

Lee Johnson Capital Management's SGOV Position: Q2 2026 in Review

Lee Johnson Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 105% in Q2 2026, buying an estimated $31.8M and bringing the position to 616,805 shares worth $62.1M. The position accounts for 19.42% of the portfolio, ranked #1.

Lee Johnson Capital Management first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $95.9M in Q1 2024. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Lee Johnson Capital Management held 616,805 shares of iShares 0-3 Month Treasury Bond ETF worth $62.1M as of Q2 2026.
Lee Johnson Capital Management bought 316,339 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $31.8M.
iShares 0-3 Month Treasury Bond ETF made up 19.42% of Lee Johnson Capital Management's portfolio in Q2 2026, its #1 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 10 quarters since.
Lee Johnson Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $95.9M in Q1 2024.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.