Midway Capital Research & Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Midway Capital Research & Management’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	$1.42M	Sell	14,096 -243	-2%	-$24.4K	1.13%	28
2026 Q1	$1.44M	Sell	14,339 -5,371	-27%	-$540K	1.36%	27
2025 Q4	$1.98M	Buy	+19,710	New	+$1.98M	1.93%	23

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

Midway Capital Research & Management's SGOV Position: Q2 2026 in Review

Midway Capital Research & Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.7% in Q2 2026, selling an estimated $24.4K and leaving 14,096 shares worth $1.42M. The position accounts for 1.13% of the portfolio, ranked #28.

Midway Capital Research & Management first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.98M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Midway Capital Research & Management held 14,096 shares of iShares 0-3 Month Treasury Bond ETF worth $1.42M as of Q2 2026.
Midway Capital Research & Management sold 243 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $24.4K.
iShares 0-3 Month Treasury Bond ETF made up 1.13% of Midway Capital Research & Management's portfolio in Q2 2026, its #28 holding.
Midway Capital Research & Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Midway Capital Research & Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.98M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Midway Capital Research & Management's 13F filing for Q2 2026, filed 14 Jul 2026.