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

Marest 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 		$17.7M Buy
176,212
+62,397
+55% +$6.27M 10.26% 2
2025
Q4 		$11.4M Buy
113,815
+23,514
+26% +$2.36M 6.39% 3
2025
Q3 		$9.09M Buy
+90,301
New +$9.08M 5.53% 3
2025
Q2 		– Sell
-17,391
Closed -$1.75M – 29
2025
Q1 		$1.75M Buy
+17,391
New +$1.75M 1.45% 9

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

Marest Capital's SGOV Position: Q1 2026 in Review

Marest Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 55% in Q1 2026, buying an estimated $6.27M and bringing the position to 176,212 shares worth $17.7M. The position accounts for 10.26% of the portfolio, ranked #2.

Marest Capital first reported a position in SGOV in Q1 2025 and has held it in 4 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Marest Capital held 176,212 shares of iShares 0-3 Month Treasury Bond ETF worth $17.7M as of Q1 2026.
  • Marest Capital bought 62,397 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $6.27M.
  • iShares 0-3 Month Treasury Bond ETF made up 10.26% of Marest Capital's portfolio in Q1 2026, its #2 holding.
  • Marest Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Marest Capital's 13F filing for Q1 2026, filed 11 May 2026.