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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.59M Buy
+45,615
New +$4.59M 0.93% 35

Other funds holding SGOV

Marathon Capital Management's SGOV Position: Q2 2026 in Review

Marathon Capital Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 45,615 shares worth $4.59M. The stake represents 0.93% of the portfolio and ranks #35 among its holdings.

699 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Marathon Capital Management held 45,615 shares of iShares 0-3 Month Treasury Bond ETF worth $4.59M as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Marathon Capital Management position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.93% of Marathon Capital Management's portfolio in Q2 2026, its #35 holding.
  • 699 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.