Revere Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Revere Asset 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	$11.2M	Buy	+111,176	New	+$11.2M	5.73%	4
2024 Q1	–	Sell	-105,886	Closed	-$10.6M	–	23
2023 Q4	$10.6M	Buy	+105,886	New	+$10.6M	11.42%	4

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Revere Asset Management's SGOV Position: Q1 2026 in Review

Revere Asset Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 111,176 shares worth $11.2M. The stake represents 5.73% of the portfolio and ranks #4 among its holdings. This is a return to the name: Revere Asset Management previously reported a position in SGOV as recently as Q4 2023.

Revere Asset Management first reported a position in SGOV in Q4 2023 and has held it in 2 quarters since. 1,219 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Revere Asset Management held 111,176 shares of iShares 0-3 Month Treasury Bond ETF worth $11.2M as of Q1 2026.
iShares 0-3 Month Treasury Bond ETF was a new Revere Asset Management position in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up 5.73% of Revere Asset Management's portfolio in Q1 2026, its #4 holding.
Revere Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 2 quarters since.
1,219 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Revere Asset Management's 13F filing for Q1 2026, filed 6 May 2026.