Miller Capital Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Miller Capital Partners’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	$457K	Sell	4,540 -1,233	-21%	-$124K	0.18%	88
2026 Q1	$581K	Sell	5,773 -5,387	-48%	-$542K	0.28%	74
2025 Q4	$1.12M	Buy	+11,160	New	+$1.12M	0.56%	49

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

Miller Capital Partners's SGOV Position: Q2 2026 in Review

Miller Capital Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 21% in Q2 2026, selling an estimated $124K and leaving 4,540 shares worth $457K. The position accounts for 0.18% of the portfolio, ranked #88.

Miller Capital Partners first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 1,301 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Miller Capital Partners held 4,540 shares of iShares 0-3 Month Treasury Bond ETF worth $457K as of Q2 2026.
Miller Capital Partners sold 1,233 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $124K.
iShares 0-3 Month Treasury Bond ETF made up 0.18% of Miller Capital Partners's portfolio in Q2 2026, its #88 holding.
Miller Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Miller Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $1.12M in Q4 2025.
1,301 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Miller Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.