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

Park Place 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	–	Hold	0	–	–	–	848
2025 Q4	–	Sell	-321	Closed	-$32.3K	–	784
2025 Q3	$32.4K	Sell	321 -1,498	-82%	-$151K	0.01%	393
2025 Q2	$183K	Buy	1,819 +319	+21%	+$32.1K	0.04%	209
2025 Q1	$151K	Sell	1,500 -500	-25%	-$50.3K	0.04%	211
2024 Q4	$201K	Hold	2,000	–	–	0.06%	198
2024 Q3	$201K	Hold	2,000	–	–	0.06%	208
2024 Q2	$201K	Hold	2,000	–	–	0.06%	206
2024 Q1	$201K	Hold	2,000	–	–	0.07%	231
2023 Q4	$201K	Buy	+2,000	New	+$201K	0.08%	222

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

Park Place Capital's SGOV Position: Q1 2026 in Review

Park Place Capital held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q1 2026 at 0 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Park Place Capital first reported a position in SGOV in Q4 2023 and has held it in 8 quarters since. The position peaked at $201K in Q3 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Park Place Capital held 0 shares of iShares 0-3 Month Treasury Bond ETF worth $42 as of Q1 2026.
Park Place Capital left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Park Place Capital's portfolio in Q1 2026, its #848 holding.
Park Place Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Park Place Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $201K in Q3 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Park Place Capital's 13F filing for Q1 2026, filed 9 Apr 2026.