Main Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Main 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	$12.4M	Sell	122,957 -65,950	-35%	-$6.63M	0.9%	25
2025 Q4	$19M	Buy	188,907 +8,979	+5%	+$902K	1.36%	16
2025 Q3	$18.1M	Sell	179,928 -8,690	-5%	-$874K	1.33%	17
2025 Q2	$19M	Buy	188,618 +45,207	+32%	+$4.54M	1.49%	17
2025 Q1	$14.4M	Sell	143,411 -9,161	-6%	-$921K	1.27%	21
2024 Q4	$15.3M	Buy	+152,572	New	+$15.3M	1.25%	22
2024 Q2	–	Sell	-545	Closed	-$55K	–	153
2024 Q1	$55K	Buy	+545	New	+$54.8K	﹤0.01%	104

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

Main Management's SGOV Position: Q1 2026 in Review

Main Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 35% in Q1 2026, selling an estimated $6.63M and leaving 122,957 shares worth $12.4M. The position accounts for 0.9% of the portfolio, ranked #25.

Main Management first reported a position in SGOV in Q1 2024 and has held it in 7 quarters since. The position peaked at $19M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Main Management held 122,957 shares of iShares 0-3 Month Treasury Bond ETF worth $12.4M as of Q1 2026.
Main Management sold 65,950 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $6.63M.
iShares 0-3 Month Treasury Bond ETF made up 0.9% of Main Management's portfolio in Q1 2026, its #25 holding.
Main Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 7 quarters since.
Main Management's iShares 0-3 Month Treasury Bond ETF position peaked at $19M in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Main Management's 13F filing for Q1 2026, filed 15 May 2026.