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

Panoramic Capital Partners’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	$3.18M	Sell	31,580 -3,902	-11%	-$392K	1.96%	9
2025 Q4	$3.56M	Sell	35,482 -3,034	-8%	-$305K	2.18%	9
2025 Q3	$3.88M	Sell	38,516 -16,564	-30%	-$1.67M	2.49%	9
2025 Q2	$5.53M	Sell	55,080 -43,892	-44%	-$4.41M	3.84%	7
2025 Q1	$9.94M	Sell	98,972 -32,831	-25%	-$3.3M	10.24%	3
2024 Q4	$13.2M	Buy	+131,803	New	+$13.2M	11.62%	3

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 $8.4B AUM 51.89% 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

Panoramic Capital Partners's SGOV Position: Q1 2026 in Review

Panoramic Capital Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q1 2026, selling an estimated $392K and leaving 31,580 shares worth $3.18M. The position accounts for 1.96% of the portfolio, ranked #9.

Panoramic Capital Partners first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.2M in Q4 2024. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Panoramic Capital Partners held 31,580 shares of iShares 0-3 Month Treasury Bond ETF worth $3.18M as of Q1 2026.
Panoramic Capital Partners sold 3,902 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $392K.
iShares 0-3 Month Treasury Bond ETF made up 1.96% of Panoramic Capital Partners's portfolio in Q1 2026, its #9 holding.
Panoramic Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Panoramic Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $13.2M in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Panoramic Capital Partners's 13F filing for Q1 2026, filed 8 Apr 2026.