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

Raleigh 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	$1.25M	Buy	12,418 +7,772	+167%	+$781K	0.4%	71
2026 Q1	$468K	Buy	+4,646	New	+$467K	0.16%	133
2025 Q4	–	Hold	0	–	–	–	486
2025 Q3	–	Hold	0	–	–	–	453
2025 Q2	–	Hold	0	–	–	–	605
2025 Q1	–	Sell	-16,815	Closed	-$1.69M	–	546
2024 Q4	$1.69M	Buy	16,815 +16,814	+1,681,400%	+$1.69M	0.65%	40
2024 Q3	$87	Hold	1	–	–	﹤0.01%	979
2024 Q2	$93	Sell	1 -1,068	-100%	-$107K	﹤0.01%	972
2024 Q1	$108K	Sell	1,069 -3,249	-75%	-$327K	0.05%	236
2023 Q4	$433K	Sell	4,318 -12,972	-75%	-$1.3M	0.2%	120
2023 Q3	$1.74M	Buy	+17,290	New	+$1.74M	0.89%	32
2023 Q2	–	Sell	-52	Closed	-$5.23K	–	907
2023 Q1	$5.23K	Sell	52 -13,498	-100%	-$1.35M	﹤0.01%	608
2022 Q4	$1.36M	Buy	+13,550	New	+$1.36M	0.71%	44
2022 Q3	–	Sell	-2,766	Closed	-$277K	–	840
2022 Q2	$277K	Buy	+2,766	New	+$277K	0.16%	141

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

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

Raleigh Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 167% in Q2 2026, buying an estimated $781K and bringing the position to 12,418 shares worth $1.25M. The position accounts for 0.4% of the portfolio, ranked #71.

Raleigh Capital Management first reported a position in SGOV in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.74M in Q3 2023. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Raleigh Capital Management held 12,418 shares of iShares 0-3 Month Treasury Bond ETF worth $1.25M as of Q2 2026.
Raleigh Capital Management bought 7,772 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $781K.
iShares 0-3 Month Treasury Bond ETF made up 0.4% of Raleigh Capital Management's portfolio in Q2 2026, its #71 holding.
Raleigh Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 11 quarters since.
Raleigh Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.74M in Q3 2023.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.