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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raleigh Capital Management's SGOV Position: Q1 2026 in Review

Raleigh Capital Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 4,646 shares worth $468K. The stake represents 0.16% of the portfolio and ranks #133 among its holdings. This is a return to the name: Raleigh Capital Management previously reported a position in SGOV as recently as Q4 2024.

Raleigh Capital Management first reported a position in SGOV in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.74M in Q3 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Raleigh Capital Management held 4,646 shares of iShares 0-3 Month Treasury Bond ETF worth $468K as of Q1 2026.
iShares 0-3 Month Treasury Bond ETF was a new Raleigh Capital Management position in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of Raleigh Capital Management's portfolio in Q1 2026, its #133 holding.
Raleigh Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 10 quarters since.
Raleigh Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.74M in Q3 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.