Pecaut & Co’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Pecaut & Co’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 Q2	$16.4M	Buy	163,019 +1,776	+1%	+$179K	5%	7
2026 Q1	$16.2M	Sell	161,243 -89,179	-36%	-$8.96M	5.27%	4
2025 Q4	$25.1M	Sell	250,422 -19	-0%	-$1.91K	8.11%	3
2025 Q3	$25.2M	Sell	250,441 -27,463	-10%	-$2.76M	8.1%	3
2025 Q2	$28M	Sell	277,904 -9,462	-3%	-$951K	9.29%	3
2025 Q1	$28.9M	Buy	287,366 +28,380	+11%	+$2.85M	9.84%	3
2024 Q4	$26M	Buy	258,986 +22,944	+10%	+$2.3M	8.97%	3
2024 Q3	$23.8M	Sell	236,042 -82,749	-26%	-$8.32M	8.41%	3
2024 Q2	$32.1M	Buy	318,791 +227	+0.1%	+$22.8K	12.14%	1
2024 Q1	$32.1M	Buy	318,564 +67,194	+27%	+$6.75M	11.96%	1
2023 Q4	$25.2M	Sell	251,370 -9,959	-4%	-$1M	10.12%	2
2023 Q3	$26.3M	Buy	261,329 +40,629	+18%	+$4.08M	11.01%	2
2023 Q2	$22.2M	Buy	220,700 +64,787	+42%	+$6.51M	9.37%	2
2023 Q1	$15.7M	Buy	155,913 +66,518	+74%	+$6.67M	7.14%	3
2022 Q4	$8.95M	Buy	89,395 +13,083	+17%	+$1.31M	4.25%	5
2022 Q3	$7.65M	Buy	+76,312	New	+$7.64M	4.06%	6

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pecaut & Co's SGOV Position: Q2 2026 in Review

Pecaut & Co increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.1% in Q2 2026, buying an estimated $179K and bringing the position to 163,019 shares worth $16.4M. The position accounts for 5% of the portfolio, ranked #7.

Pecaut & Co first reported a position in SGOV in Q3 2022 and has held it in 16 quarters since. The position peaked at $32.1M in Q2 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Pecaut & Co held 163,019 shares of iShares 0-3 Month Treasury Bond ETF worth $16.4M as of Q2 2026.
Pecaut & Co bought 1,776 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $179K.
iShares 0-3 Month Treasury Bond ETF made up 5% of Pecaut & Co's portfolio in Q2 2026, its #7 holding.
Pecaut & Co first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Pecaut & Co's iShares 0-3 Month Treasury Bond ETF position peaked at $32.1M in Q2 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Pecaut & Co's 13F filing for Q2 2026, filed 3 Aug 2026.