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Maxi Investments CY’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Maxi Investments CY’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 		$79M Buy
784,800
+519,800
+196% +$52.3M 17.26% 1
2025
Q4 		$26.6M Sell
265,000
-1,264,950
-83% -$127M 4.84% 4
2025
Q3 		$154M Buy
1,529,950
+535,480
+54% +$53.8M 32.04% 1
2025
Q2 		$100M Buy
994,470
+816,796
+460% +$82.1M 16.62% 1
2025
Q1 		$17.9M Sell
177,674
-311,476
-64% -$31.3M 3.56% 4
2024
Q4 		$49.1M Buy
+489,150
New +$49.1M 9.46% 2

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 $6.11B AUM 33.56% 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

Maxi Investments CY's SGOV Position: Q1 2026 in Review

Maxi Investments CY increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 196% in Q1 2026, buying an estimated $52.3M and bringing the position to 784,800 shares worth $79M. The position accounts for 17.26% of the portfolio, ranked #1.

Maxi Investments CY first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $154M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Maxi Investments CY held 784,800 shares of iShares 0-3 Month Treasury Bond ETF worth $79M as of Q1 2026.
  • Maxi Investments CY bought 519,800 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $52.3M.
  • iShares 0-3 Month Treasury Bond ETF made up 17.26% of Maxi Investments CY's portfolio in Q1 2026, its #1 holding.
  • Maxi Investments CY first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Maxi Investments CY's iShares 0-3 Month Treasury Bond ETF position peaked at $154M in Q3 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Maxi Investments CY's 13F filing for Q1 2026, filed 14 May 2026.