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

Old Mission 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
2026 Q1	–	Sell	-3,093	Closed	-$310K	–	1251
2025 Q4	$310K	Buy	+3,093	New	+$311K	0.01%	836
2025 Q1	–	Sell	-4,255	Closed	-$427K	–	1203
2024 Q4	$427K	Buy	4,255 +1,043	+32%	+$105K	0.01%	652
2024 Q3	$324K	Buy	+3,212	New	+$323K	﹤0.01%	930
2024 Q1	–	Sell	-75,042	Closed	-$7.52M	–	1580
2023 Q4	$7.52M	Buy	+75,042	New	+$7.54M	0.14%	130
2023 Q2	–	Sell	-161,505	Closed	-$16.2M	–	1521
2023 Q1	$16.2M	Buy	+161,505	New	+$16.2M	0.32%	57

Other funds holding SGOV

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

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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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

Old Mission Capital's SGOV Position: Q1 2026 in Review

Old Mission Capital sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 3,093 shares — an estimated $310K sold.

Old Mission Capital first reported a position in SGOV in Q1 2023 and held it in 5 quarters. The position peaked at $16.2M in Q1 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Old Mission Capital reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Old Mission Capital sold 3,093 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $310K.
Old Mission Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 5 quarters.
Old Mission Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $16.2M in Q1 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.