Quadcap Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Quadcap Wealth 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	$1.77M	Buy	17,558 +14,577	+489%	+$1.47M	0.17%	112
2026 Q1	$300K	Buy	+2,981	New	+$300K	0.03%	317
2025 Q3	–	Sell	-2,203	Closed	-$222K	–	427
2025 Q2	$222K	Buy	2,203 +44	+2%	+$4.42K	0.03%	356
2025 Q1	$217K	Sell	2,159 -3,662	-63%	-$368K	0.03%	351
2024 Q4	$584K	Sell	5,821 -62	-1%	-$6.23K	0.09%	217
2024 Q3	$593K	Sell	5,883 -6,093	-51%	-$613K	0.09%	224
2024 Q2	$1.21M	Buy	11,976 +7,267	+154%	+$730K	0.22%	101
2024 Q1	$474K	Sell	4,709 -861	-15%	-$86.5K	0.11%	213
2023 Q4	$559K	Buy	+5,570	New	+$559K	0.14%	188

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

Quadcap Wealth Management's SGOV Position: Q2 2026 in Review

Quadcap Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 489% in Q2 2026, buying an estimated $1.47M and bringing the position to 17,558 shares worth $1.77M. The position accounts for 0.17% of the portfolio, ranked #112.

Quadcap Wealth Management first reported a position in SGOV in Q4 2023 and has held it in 9 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Quadcap Wealth Management held 17,558 shares of iShares 0-3 Month Treasury Bond ETF worth $1.77M as of Q2 2026.
Quadcap Wealth Management bought 14,577 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.47M.
iShares 0-3 Month Treasury Bond ETF made up 0.17% of Quadcap Wealth Management's portfolio in Q2 2026, its #112 holding.
Quadcap Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 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 Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.