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

Peavine 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 		$83.3M Sell
827,981
-57,916
-7% -$5.82M 18.68% 3
2025
Q4 		$88.9M Sell
885,897
-65,054
-7% -$6.54M 18.79% 3
2025
Q3 		$95.8M Buy
950,951
+276,445
+41% +$27.8M 19.77% 3
2025
Q2 		$67.9M Buy
+674,506
New +$67.8M 15.91% 3

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Peavine Capital's SGOV Position: Q1 2026 in Review

Peavine Capital reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.5% in Q1 2026, selling an estimated $5.82M and leaving 827,981 shares worth $83.3M. The position accounts for 18.68% of the portfolio, ranked #3.

Peavine Capital first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. The position peaked at $95.8M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Peavine Capital held 827,981 shares of iShares 0-3 Month Treasury Bond ETF worth $83.3M as of Q1 2026.
  • Peavine Capital sold 57,916 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $5.82M.
  • iShares 0-3 Month Treasury Bond ETF made up 18.68% of Peavine Capital's portfolio in Q1 2026, its #3 holding.
  • Peavine Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Peavine Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $95.8M in Q3 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Peavine Capital's 13F filing for Q1 2026, filed 23 Apr 2026.