Peregrine Asset Advisers’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Peregrine Asset Advisers’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	$25.8M	Buy	255,922 +51,169	+25%	+$5.14M	5.59%	1
2026 Q1	$20.6M	Buy	204,753 +150,053	+274%	+$15.1M	5.55%	1
2025 Q4	$5.49M	Buy	54,700 +6,673	+14%	+$671K	1.55%	22
2025 Q3	$4.84M	Buy	48,027 +19,786	+70%	+$1.99M	1.45%	20
2025 Q2	$2.84M	Buy	28,241 +9,412	+50%	+$946K	0.89%	32
2025 Q1	$1.9M	Buy	18,829 +14,839	+372%	+$1.49M	0.71%	43
2024 Q4	$400K	Buy	3,990 +1,034	+35%	+$104K	0.15%	104
2024 Q3	$298K	Buy	2,956 +28	+1%	+$2.81K	0.1%	150
2024 Q2	$295K	Buy	+2,928	New	+$294K	0.12%	129

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

Peregrine Asset Advisers's SGOV Position: Q2 2026 in Review

Peregrine Asset Advisers increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 25% in Q2 2026, buying an estimated $5.14M and bringing the position to 255,922 shares worth $25.8M. The position accounts for 5.59% of the portfolio, ranked #1.

Peregrine Asset Advisers first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Peregrine Asset Advisers held 255,922 shares of iShares 0-3 Month Treasury Bond ETF worth $25.8M as of Q2 2026.
Peregrine Asset Advisers bought 51,169 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.14M.
iShares 0-3 Month Treasury Bond ETF made up 5.59% of Peregrine Asset Advisers's portfolio in Q2 2026, its #1 holding.
Peregrine Asset Advisers first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Peregrine Asset Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.