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

Night Owl 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 Q1	$6.14M	Buy	61,026 +2,902	+5%	+$292K	0.72%	26
2025 Q4	$5.83M	Sell	58,124 -1,817	-3%	-$183K	0.64%	26
2025 Q3	$6.04M	Sell	59,941 -4,300	-7%	-$432K	0.66%	27
2025 Q2	$6.47M	Buy	64,241 +28,830	+81%	+$2.9M	0.75%	28
2025 Q1	$3.56M	Buy	35,411 +10,656	+43%	+$1.07M	0.45%	25
2024 Q4	$2.48M	Buy	24,755 +7,989	+48%	+$803K	0.32%	25
2024 Q3	$1.69M	Buy	+16,766	New	+$1.69M	0.23%	24

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Night Owl Capital Management's SGOV Position: Q1 2026 in Review

Night Owl Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5% in Q1 2026, buying an estimated $292K and bringing the position to 61,026 shares worth $6.14M. The position accounts for 0.72% of the portfolio, ranked #26.

Night Owl Capital Management first reported a position in SGOV in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.47M in Q2 2025. 1,215 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Night Owl Capital Management held 61,026 shares of iShares 0-3 Month Treasury Bond ETF worth $6.14M as of Q1 2026.
Night Owl Capital Management bought 2,902 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $292K.
iShares 0-3 Month Treasury Bond ETF made up 0.72% of Night Owl Capital Management's portfolio in Q1 2026, its #26 holding.
Night Owl Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
Night Owl Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $6.47M in Q2 2025.
1,215 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Night Owl Capital Management's 13F filing for Q1 2026, filed 15 May 2026.