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

RMR 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	$12.2M	Sell	121,605 -23,816	-16%	-$2.39M	8.43%	2
2026 Q1	$14.6M	Sell	145,421 -5,858	-4%	-$589K	10.57%	2
2025 Q4	$15.2M	Sell	151,279 -16,600	-10%	-$1.67M	10.93%	2
2025 Q3	$16.9M	Sell	167,879 -84,891	-34%	-$8.54M	11.81%	2
2025 Q2	$25.5M	Buy	252,770 +104,175	+70%	+$10.5M	18.19%	1
2025 Q1	$15M	Sell	148,595 -4,986	-3%	-$501K	10.61%	2
2024 Q4	$15.4M	Buy	153,581 +56,065	+57%	+$5.63M	11.37%	2
2024 Q3	$9.82M	Sell	97,516 -6,903	-7%	-$694K	8.06%	2
2024 Q2	$10.5M	Buy	104,419 +86,399	+479%	+$8.68M	9.6%	2
2024 Q1	$1.81M	Buy	+18,020	New	+$1.81M	1.66%	16

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

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

RMR Capital Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 16% in Q2 2026, selling an estimated $2.39M and leaving 121,605 shares worth $12.2M. The position accounts for 8.43% of the portfolio, ranked #2.

RMR Capital Management first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $25.5M in Q2 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

RMR Capital Management held 121,605 shares of iShares 0-3 Month Treasury Bond ETF worth $12.2M as of Q2 2026.
RMR Capital Management sold 23,816 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.39M.
iShares 0-3 Month Treasury Bond ETF made up 8.43% of RMR Capital Management's portfolio in Q2 2026, its #2 holding.
RMR Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
RMR Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $25.5M in Q2 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on RMR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.