Potomac Fund Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Potomac Fund 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 Q2	$82.2M	Sell	816,856 -88,800	-10%	-$8.93M	2.07%	4
2026 Q1	$91.2M	Buy	905,656 +50,135	+6%	+$5.04M	3.17%	3
2025 Q4	$85.9M	Sell	855,521 -8,498,548	-91%	-$854M	3.16%	3
2025 Q3	$942M	Buy	9,354,069 +3,343,774	+56%	+$336M	39.88%	1
2025 Q2	$605M	Buy	+6,010,295	New	+$604M	34.58%	1

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

Potomac Fund Management's SGOV Position: Q2 2026 in Review

Potomac Fund Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.8% in Q2 2026, selling an estimated $8.93M and leaving 816,856 shares worth $82.2M. The position accounts for 2.07% of the portfolio, ranked #4.

Potomac Fund Management first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $942M in Q3 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Potomac Fund Management held 816,856 shares of iShares 0-3 Month Treasury Bond ETF worth $82.2M as of Q2 2026.
Potomac Fund Management sold 88,800 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.93M.
iShares 0-3 Month Treasury Bond ETF made up 2.07% of Potomac Fund Management's portfolio in Q2 2026, its #4 holding.
Potomac Fund Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Potomac Fund Management's iShares 0-3 Month Treasury Bond ETF position peaked at $942M in Q3 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Potomac Fund Management's 13F filing for Q2 2026, filed 13 Aug 2026.