PCG Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

PCG Asset Management’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	$4.42M	Buy	43,865 +1,147	+3%	+$115K	3.53%	6
2025 Q4	$4.33M	Sell	42,718 -580	-1%	-$58.3K	3.45%	8
2025 Q3	$4.36M	Buy	43,298 +2,305	+6%	+$232K	3.5%	8
2025 Q2	$4.13M	Buy	40,993 +2,708	+7%	+$272K	3.55%	5
2025 Q1	$3.85M	Buy	38,285 +1,855	+5%	+$186K	3.61%	6
2024 Q4	$3.65M	Buy	+36,430	New	+$3.66M	3.21%	9

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

PCG Asset Management's SGOV Position: Q1 2026 in Review

PCG Asset Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.7% in Q1 2026, buying an estimated $115K and bringing the position to 43,865 shares worth $4.42M. The position accounts for 3.53% of the portfolio, ranked #6.

PCG Asset Management first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

PCG Asset Management held 43,865 shares of iShares 0-3 Month Treasury Bond ETF worth $4.42M as of Q1 2026.
PCG Asset Management bought 1,147 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $115K.
iShares 0-3 Month Treasury Bond ETF made up 3.53% of PCG Asset Management's portfolio in Q1 2026, its #6 holding.
PCG Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on PCG Asset Management's 13F filing for Q1 2026, filed 12 May 2026.