LRZ Capital’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

LRZ Capital’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	–	Sell	-1	Closed	-$100	–	18
2025 Q4	$100	Buy	+1	New	+$100	﹤0.01%	18

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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 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

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LRZ Capital's SGOV Position: Q1 2026 in Review

LRZ Capital sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 1 share — an estimated $100 sold.

LRZ Capital first reported a position in SGOV in Q4 2025 and held it in 1 quarter. The position peaked at $100 in Q4 2025. 1,226 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

LRZ Capital reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
LRZ Capital sold 1 iShares 0-3 Month Treasury Bond ETF share in Q1 2026, an estimated $100.
LRZ Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
LRZ Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $100 in Q4 2025.
1,226 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on LRZ Capital's 13F filing for Q1 2026, filed 12 May 2026.