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

Morton Capital 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	–	Sell	-2,155	Closed	-$217K	–	164
2026 Q1	$217K	Sell	2,155 -614	-22%	-$61.7K	0.03%	125
2025 Q4	$278K	Buy	2,769 +1	+0%	+$100	0.04%	104
2025 Q3	$279K	Buy	2,768 +450	+19%	+$45.2K	0.05%	100
2025 Q2	$233K	Sell	2,318 -15	-0.6%	-$1.51K	0.04%	107
2025 Q1	$235K	Buy	+2,333	New	+$234K	0.05%	97

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Morton Capital Management's SGOV Position: Q2 2026 in Review

Morton Capital Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 2,155 shares — an estimated $217K sold.

Morton Capital Management first reported a position in SGOV in Q1 2025 and held it in 5 quarters. The position peaked at $279K in Q3 2025. 390 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Morton Capital Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Morton Capital Management sold 2,155 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $217K.
Morton Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 5 quarters.
Morton Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $279K in Q3 2025.
390 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.