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

Prelude Capital 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	$7.02M	Buy	69,700 +19,900	+40%	+$2M	0.51%	33
2026 Q1	$5.01M	Buy	+49,800	New	+$5.01M	0.38%	49
2025 Q1	–	Sell	-25,000	Closed	-$2.51M	–	1481
2024 Q4	$2.51M	Hold	25,000	–	–	0.16%	137
2024 Q3	$2.52M	Hold	25,000	–	–	0.15%	173
2024 Q2	$2.52M	Hold	25,000	–	–	0.17%	157
2024 Q1	$2.52M	Hold	25,000	–	–	0.13%	188
2023 Q4	$2.51M	Hold	25,000	–	–	0.17%	138
2023 Q3	$2.52M	Hold	25,000	–	–	0.16%	149
2023 Q2	$2.52M	Buy	+25,000	New	+$2.51M	0.16%	155

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

Prelude Capital Management's SGOV Position: Q2 2026 in Review

Prelude Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 40% in Q2 2026, buying an estimated $2M and bringing the position to 69,700 shares worth $7.02M. The position accounts for 0.51% of the portfolio, ranked #33.

Prelude Capital Management first reported a position in SGOV in Q2 2023 and has held it in 9 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Prelude Capital Management held 69,700 shares of iShares 0-3 Month Treasury Bond ETF worth $7.02M as of Q2 2026.
Prelude Capital Management bought 19,900 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2M.
iShares 0-3 Month Treasury Bond ETF made up 0.51% of Prelude Capital Management's portfolio in Q2 2026, its #33 holding.
Prelude Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 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 Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.