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

Objective 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 Q3	$1.14M	Buy	11,316 +1,166	+11%	+$117K	1.02%	25
2026 Q2	$1.02M	Sell	10,150 -996	-9%	-$100K	0.91%	28
2026 Q1	$1.12M	Buy	11,146 +520	+5%	+$52.3K	1.13%	24
2025 Q4	$1.07M	Buy	10,626 +7,491	+239%	+$753K	1.09%	24
2025 Q3	$316K	Sell	3,135 -2,751	-47%	-$277K	0.33%	64
2025 Q2	$593K	Buy	+5,886	New	+$592K	0.67%	40

Other funds holding SGOV

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Objective Capital Management's SGOV Position: Q3 2026 in Review

Objective Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q3 2026, buying an estimated $117K and bringing the position to 11,316 shares worth $1.14M. The position accounts for 1.02% of the portfolio, ranked #25.

Objective Capital Management first reported a position in SGOV in Q2 2025 and has held it in 6 quarters since. 425 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Objective Capital Management held 11,316 shares of iShares 0-3 Month Treasury Bond ETF worth $1.14M as of Q3 2026.
Objective Capital Management bought 1,166 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $117K.
iShares 0-3 Month Treasury Bond ETF made up 1.02% of Objective Capital Management's portfolio in Q3 2026, its #25 holding.
Objective Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
425 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.