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

Regency 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	$603K	Buy	5,990 +50	+0.8%	+$5.03K	0.27%	48
2025 Q4	$596K	Buy	5,940 +650	+12%	+$65.3K	0.25%	50
2025 Q3	$533K	Sell	5,290 -182	-3%	-$18.3K	0.25%	48
2025 Q2	$551K	Sell	5,472 -11,325	-67%	-$1.14M	0.29%	47
2025 Q1	$1.69M	Buy	16,797 +788	+5%	+$79.2K	1.01%	26
2024 Q4	$1.61M	Buy	16,009 +1,377	+9%	+$138K	0.87%	29
2024 Q3	$1.47M	Sell	14,632 -7,061	-33%	-$710K	0.81%	29
2024 Q2	$2.18M	Buy	21,693 +18,963	+695%	+$1.91M	1.41%	24
2024 Q1	$275K	Buy	+2,730	New	+$274K	0.18%	46

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 $8.4B AUM 51.89% 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

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

Regency Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.84% in Q1 2026, buying an estimated $5.03K and bringing the position to 5,990 shares worth $603K. The position accounts for 0.27% of the portfolio, ranked #48.

Regency Capital Management first reported a position in SGOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.18M in Q2 2024. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Regency Capital Management held 5,990 shares of iShares 0-3 Month Treasury Bond ETF worth $603K as of Q1 2026.
Regency Capital Management bought 50 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $5.03K.
iShares 0-3 Month Treasury Bond ETF made up 0.27% of Regency Capital Management's portfolio in Q1 2026, its #48 holding.
Regency Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Regency Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $2.18M in Q2 2024.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Regency Capital Management's 13F filing for Q1 2026, filed 5 May 2026.