PFMU
SGOV icon

Privium Fund Management (UK)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Privium Fund Management (UK)’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 		– Sell
-1,300,000
Closed -$130M – 25
2025
Q4 		$130M Buy
+1,300,000
New +$131M 97.46% 1
2024
Q4 		– Sell
-500,000
Closed -$50.2M – 15
2024
Q3 		$50.2M Buy
+500,000
New +$50.3M 91.74% 1
2023
Q2 		– Sell
-134,370
Closed -$13.5M – 75
2023
Q1 		$13.5M Buy
+134,370
New +$13.5M 10.65% 2

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Privium Fund Management (UK)'s SGOV Position: Q1 2026 in Review

Privium Fund Management (UK) sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 1,300,000 shares — an estimated $130M sold.

Privium Fund Management (UK) first reported a position in SGOV in Q1 2023 and held it in 3 quarters. The position peaked at $130M in Q4 2025. 1,218 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Privium Fund Management (UK) reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Privium Fund Management (UK) sold 1,300,000 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $130M.
  • Privium Fund Management (UK) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 3 quarters.
  • Privium Fund Management (UK)'s iShares 0-3 Month Treasury Bond ETF position peaked at $130M in Q4 2025.
  • 1,218 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Privium Fund Management (UK)'s 13F filing for Q1 2026, filed 5 May 2026.