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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
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
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

Potomac Fund Management's SGOV Position: Q1 2026 in Review

Potomac Fund Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.9% in Q1 2026, buying an estimated $5.04M and bringing the position to 905,656 shares worth $91.2M. The position accounts for 3.17% of the portfolio, ranked #3.

Potomac Fund Management first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. The position peaked at $942M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Potomac Fund Management held 905,656 shares of iShares 0-3 Month Treasury Bond ETF worth $91.2M as of Q1 2026.
  • Potomac Fund Management bought 50,135 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $5.04M.
  • iShares 0-3 Month Treasury Bond ETF made up 3.17% of Potomac Fund Management's portfolio in Q1 2026, its #3 holding.
  • Potomac Fund Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Potomac Fund Management's iShares 0-3 Month Treasury Bond ETF position peaked at $942M 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 Potomac Fund Management's 13F filing for Q1 2026, filed 14 May 2026.