M. Kulyk & Associates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

M. Kulyk & Associates’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	$27.4M	Sell	271,768 -11,634	-4%	-$1.17M	5.11%	2
2025 Q4	$28.4M	Sell	283,402 -34,180	-11%	-$3.43M	5.44%	2
2025 Q3	$32M	Buy	317,582 +86,527	+37%	+$8.7M	6.5%	2
2025 Q2	$23.3M	Sell	231,055 -20,715	-8%	-$2.08M	5.05%	2
2025 Q1	$25.3M	Buy	251,770 +15,407	+7%	+$1.55M	5.8%	2
2024 Q4	$23.7M	Sell	236,363 -20,915	-8%	-$2.1M	5.13%	2
2024 Q3	$25.9M	Buy	257,278 +108,687	+73%	+$10.9M	5.21%	2
2024 Q2	$15M	Sell	148,591 -109,192	-42%	-$11M	3.48%	5
2024 Q1	$26M	Buy	257,783 +171,458	+199%	+$17.2M	6.02%	2
2023 Q4	$8.66M	Buy	+86,325	New	+$8.67M	2.02%	14

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

M. Kulyk & Associates's SGOV Position: Q1 2026 in Review

M. Kulyk & Associates reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.1% in Q1 2026, selling an estimated $1.17M and leaving 271,768 shares worth $27.4M. The position accounts for 5.11% of the portfolio, ranked #2.

M. Kulyk & Associates first reported a position in SGOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $32M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

M. Kulyk & Associates held 271,768 shares of iShares 0-3 Month Treasury Bond ETF worth $27.4M as of Q1 2026.
M. Kulyk & Associates sold 11,634 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.17M.
iShares 0-3 Month Treasury Bond ETF made up 5.11% of M. Kulyk & Associates's portfolio in Q1 2026, its #2 holding.
M. Kulyk & Associates first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
M. Kulyk & Associates's iShares 0-3 Month Treasury Bond ETF position peaked at $32M in Q3 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.