Private Management Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Private Management Group’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	$2.83M	Sell	28,144 -10,533	-27%	-$1.06M	0.07%	170
2026 Q1	$3.89M	Buy	38,677 +16,868	+77%	+$1.7M	0.11%	149
2025 Q4	$2.19M	Sell	21,809 -7,642	-26%	-$768K	0.06%	169
2025 Q3	$2.97M	Buy	29,451 +10,966	+59%	+$1.1M	0.09%	153
2025 Q2	$1.86M	Buy	18,485 +6,693	+57%	+$673K	0.06%	165
2025 Q1	$1.19M	Buy	11,792 +1,600	+16%	+$161K	0.04%	139
2024 Q4	$1.02M	Sell	10,192 -222	-2%	-$22.3K	0.04%	140
2024 Q3	$1.05M	Sell	10,414 -1,135	-10%	-$114K	0.04%	138
2024 Q2	$1.16M	Buy	11,549 +2,921	+34%	+$294K	0.04%	137
2024 Q1	$869K	Buy	8,628 +650	+8%	+$65.3K	0.03%	144
2023 Q4	$800K	Buy	7,978 +1,335	+20%	+$134K	0.03%	145
2023 Q3	$669K	Buy	+6,643	New	+$667K	0.03%	138

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

Private Management Group's SGOV Position: Q2 2026 in Review

Private Management Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 27% in Q2 2026, selling an estimated $1.06M and leaving 28,144 shares worth $2.83M. The position accounts for 0.07% of the portfolio, ranked #170.

Private Management Group first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.89M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Private Management Group held 28,144 shares of iShares 0-3 Month Treasury Bond ETF worth $2.83M as of Q2 2026.
Private Management Group sold 10,533 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.06M.
iShares 0-3 Month Treasury Bond ETF made up 0.07% of Private Management Group's portfolio in Q2 2026, its #170 holding.
Private Management Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Private Management Group's iShares 0-3 Month Treasury Bond ETF position peaked at $3.89M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.