Osborne Partners 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
$43.7M Buy
434,573
+237,330
+120% +$23.9M 2.31% 6
2025
Q4
$19.8M Buy
197,243
+8,278
+4% +$832K 1.02% 26
2025
Q3
$19M Sell
188,965
-31,296
-14% -$3.15M 0.97% 29
2025
Q2
$22.2M Buy
+220,261
New +$22.1M 1.18% 18

Other funds holding SGOV

Osborne Partners Capital Management's SGOV Position: Q1 2026 in Review

Osborne Partners Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 120% in Q1 2026, buying an estimated $23.9M and bringing the position to 434,573 shares worth $43.7M. The position accounts for 2.31% of the portfolio, ranked #6.

Osborne Partners 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.

  • Osborne Partners Capital Management held 434,573 shares of iShares 0-3 Month Treasury Bond ETF worth $43.7M as of Q1 2026.
  • Osborne Partners Capital Management bought 237,330 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $23.9M.
  • iShares 0-3 Month Treasury Bond ETF made up 2.31% of Osborne Partners Capital Management's portfolio in Q1 2026, its #6 holding.
  • Osborne Partners 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 Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.