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Rossby Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Rossby Financial’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 		$2.57M Buy
25,617
+25,586
+82,535% +$2.57M 0.53% 38
2025
Q4 		$3.11K Sell
31
-362
-92% -$36.4K ﹤0.01% 1240
2025
Q3 		$39.4K Sell
393
-765
-66% -$76.9K 0.01% 580
2025
Q2 		$117K Buy
1,158
+153
+15% +$15.4K 0.04% 341
2025
Q1 		$101K Buy
+1,005
New +$101K 0.04% 336

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rossby Financial's SGOV Position: Q1 2026 in Review

Rossby Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 82,535% in Q1 2026, buying an estimated $2.57M and bringing the position to 25,617 shares worth $2.57M. The position accounts for 0.53% of the portfolio, ranked #38.

Rossby Financial first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Rossby Financial held 25,617 shares of iShares 0-3 Month Treasury Bond ETF worth $2.57M as of Q1 2026.
  • Rossby Financial bought 25,586 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $2.57M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.53% of Rossby Financial's portfolio in Q1 2026, its #38 holding.
  • Rossby Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.