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London & Capital Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

London & Capital Asset 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 		$601K Sell
5,967
-950
-14% -$95.5K 0.01% 142
2025
Q4 		$694K Buy
+6,917
New +$695K 0.01% 147

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

London & Capital Asset Management's SGOV Position: Q1 2026 in Review

London & Capital Asset Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q1 2026, selling an estimated $95.5K and leaving 5,967 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #142.

London & Capital Asset Management first reported a position in SGOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $694K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • London & Capital Asset Management held 5,967 shares of iShares 0-3 Month Treasury Bond ETF worth $601K as of Q1 2026.
  • London & Capital Asset Management sold 950 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $95.5K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of London & Capital Asset Management's portfolio in Q1 2026, its #142 holding.
  • London & Capital Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • London & Capital Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $694K in Q4 2025.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.