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 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 $1.37T 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

Mariner's SGOV Position: Q1 2026 in Review

Mariner increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 54% in Q1 2026, buying an estimated $25.2M and bringing the position to 715,799 shares worth $72.1M. The position accounts for 0.08% of the portfolio, ranked #192.

Mariner first reported a position in SGOV in Q1 2022 and has held it in 17 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Mariner held 715,799 shares of iShares 0-3 Month Treasury Bond ETF worth $72.1M as of Q1 2026.
Mariner bought 250,874 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $25.2M.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of Mariner's portfolio in Q1 2026, its #192 holding.
Mariner first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.