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

Mariner’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 Q2	$71.8M	Sell	713,464 -2,335	-0.3%	-$235K	0.08%	206
2026 Q1	$72.1M	Buy	715,799 +250,874	+54%	+$25.2M	0.08%	192
2025 Q4	$46.7M	Buy	464,925 +60,945	+15%	+$6.12M	0.06%	267
2025 Q3	$40.7M	Buy	403,980 +10,062	+3%	+$1.01M	0.05%	280
2025 Q2	$39.7M	Buy	393,918 +5,226	+1%	+$525K	0.06%	276
2025 Q1	$39.1M	Buy	388,692 +129,277	+50%	+$13M	0.07%	256
2024 Q4	$26M	Sell	259,415 -82,027	-24%	-$8.24M	0.04%	318
2024 Q3	$34.4M	Buy	341,442 +60,935	+22%	+$6.13M	0.06%	262
2024 Q2	$28.2M	Buy	280,507 +18,349	+7%	+$1.84M	0.05%	273
2024 Q1	$26.4M	Buy	262,158 +12,260	+5%	+$1.23M	0.05%	273
2023 Q4	$25.1M	Buy	249,898 +76,071	+44%	+$7.64M	0.06%	257
2023 Q3	$17.5M	Buy	173,827 +55,087	+46%	+$5.53M	0.05%	313
2023 Q2	$11.9M	Sell	118,740 -158,620	-57%	-$15.9M	0.03%	392
2023 Q1	$27.9M	Buy	277,360 +215,222	+346%	+$21.6M	0.08%	235
2022 Q4	$6.22M	Sell	62,138 -3,971	-6%	-$398K	0.02%	533
2022 Q3	$6.63M	Sell	66,109 -30,051	-31%	-$3.01M	0.03%	432
2022 Q2	$9.63M	Buy	96,160 +18,076	+23%	+$1.81M	0.04%	341
2022 Q1	$7.81M	Buy	+78,084	New	+$7.81M	0.03%	382

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

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

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

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

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

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

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner's SGOV Position: Q2 2026 in Review

Mariner reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.33% in Q2 2026, selling an estimated $235K and leaving 713,464 shares worth $71.8M. The position accounts for 0.08% of the portfolio, ranked #206.

Mariner first reported a position in SGOV in Q1 2022 and has held it in 18 quarters since. The position peaked at $72.1M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Mariner held 713,464 shares of iShares 0-3 Month Treasury Bond ETF worth $71.8M as of Q2 2026.
Mariner sold 2,335 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $235K.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of Mariner's portfolio in Q2 2026, its #206 holding.
Mariner first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
Mariner's iShares 0-3 Month Treasury Bond ETF position peaked at $72.1M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.