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

Optima 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
-1,285
Closed -$129K – 1092
2025
Q4 		$129K Buy
+1,285
New +$129K 0.06% 196

Other funds holding SGOV

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LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Optima Capital's SGOV Position: Q1 2026 in Review

Optima Capital sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 1,285 shares — an estimated $129K sold.

Optima Capital first reported a position in SGOV in Q4 2025 and held it in 1 quarter. The position peaked at $129K in Q4 2025. 1,212 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Optima Capital reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 1,285 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $129K.
  • Optima Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $129K in Q4 2025.
  • 1,212 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.