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

Napatree Capital’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
2025
Q1 		$1.13M Buy
11,179
+6,588
+143% +$662K 0.63% 39
2024
Q4 		$461K Buy
+4,591
New +$461K 0.27% 99

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Napatree Capital's SGOV Position: Q1 2025 in Review

Napatree Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 143% in Q1 2025, buying an estimated $662K and bringing the position to 11,179 shares worth $1.13M. The position accounts for 0.63% of the portfolio, ranked #39.

Napatree Capital first reported a position in SGOV in Q4 2024 and has held it in 2 quarters since. 863 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

  • Napatree Capital held 11,179 shares of iShares 0-3 Month Treasury Bond ETF worth $1.13M as of Q1 2025.
  • Napatree Capital bought 6,588 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $662K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.63% of Napatree Capital's portfolio in Q1 2025, its #39 holding.
  • Napatree Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.