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

Oarsman 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 Q3	–	Sell	-2,554	Closed	-$257K	–	266
2025 Q2	$257K	Sell	2,554 -1,983	-44%	-$199K	0.04%	203
2025 Q1	$457K	Buy	+4,537	New	+$456K	0.08%	138
2024 Q4	–	Sell	-2,128	Closed	-$214K	–	937
2024 Q3	$214K	Sell	2,128 -447	-17%	-$44.9K	0.04%	227
2024 Q2	$259K	Hold	2,575	–	–	0.06%	193
2024 Q1	$259K	Buy	+2,575	New	+$259K	0.06%	195

Other funds holding SGOV

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

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CIM

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Oarsman Capital's SGOV Position: Q3 2025 in Review

Oarsman Capital sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 2,554 shares — an estimated $257K sold.

Oarsman Capital first reported a position in SGOV in Q1 2024 and held it in 5 quarters. The position peaked at $457K in Q1 2025. 991 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Oarsman Capital reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Oarsman Capital sold 2,554 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $257K.
Oarsman Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and held it in 5 quarters.
Oarsman Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $457K in Q1 2025.
991 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Oarsman Capital's 13F filing for Q3 2025, filed 21 Nov 2025.