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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Objective Capital Management's SGOV Position: Q1 2026 in Review

Objective Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.9% in Q1 2026, buying an estimated $52.3K and bringing the position to 11,146 shares worth $1.12M. The position accounts for 1.13% of the portfolio, ranked #24.

Objective Capital Management first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Objective Capital Management held 11,146 shares of iShares 0-3 Month Treasury Bond ETF worth $1.12M as of Q1 2026.
  • Objective Capital Management bought 520 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $52.3K.
  • iShares 0-3 Month Treasury Bond ETF made up 1.13% of Objective Capital Management's portfolio in Q1 2026, its #24 holding.
  • Objective Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.