HURRICANE CAPITAL ADVISORS LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

HURRICANE CAPITAL ADVISORS LLC’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	$9.8M	Buy	+97,500	New	+$9.8M	2.39%	5
2026 Q1	–	Sell	-47,500	Closed	-$4.77M	–	874
2025 Q4	$4.77M	Sell	47,500 -2,500	-5%	-$251K	1.54%	11
2025 Q3	$5.04M	Sell	50,000 -1,250	-2%	-$126K	1.24%	14
2025 Q2	$5.16M	Buy	51,250 +11,250	+28%	+$1.13M	1.24%	20
2025 Q1	$4.03M	Buy	40,000 +2,500	+7%	+$251K	1.36%	15
2024 Q4	$3.76M	Buy	37,500 +2,682	+8%	+$269K	1.08%	18
2024 Q3	$3.51M	Buy	+34,818	New	+$3.5M	1.24%	15

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

Robinhood Asset Management Menlo Park, California $1.87B AUM

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

HURRICANE CAPITAL ADVISORS LLC's SGOV Position: Q2 2026 in Review

HURRICANE CAPITAL ADVISORS LLC opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 97,500 shares worth $9.8M. The stake represents 2.39% of the portfolio and ranks #5 among its holdings. This is a return to the name: HURRICANE CAPITAL ADVISORS LLC previously reported a position in SGOV as recently as Q4 2025.

HURRICANE CAPITAL ADVISORS LLC first reported a position in SGOV in Q3 2024 and has held it in 7 quarters since. 1,320 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

HURRICANE CAPITAL ADVISORS LLC held 97,500 shares of iShares 0-3 Month Treasury Bond ETF worth $9.8M as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new HURRICANE CAPITAL ADVISORS LLC position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 2.39% of HURRICANE CAPITAL ADVISORS LLC's portfolio in Q2 2026, its #5 holding.
HURRICANE CAPITAL ADVISORS LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
1,320 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on HURRICANE CAPITAL ADVISORS LLC's 13F filing for Q2 2026, filed 3 Nov 2026.