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

Roundview Capital’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	$1.89M	Hold	18,769	–	–	0.12%	156
2025 Q4	$1.88M	Hold	18,769	–	–	0.12%	155
2025 Q3	$1.89M	Hold	18,769	–	–	0.12%	153
2025 Q2	$1.89M	Buy	18,769 +13,804	+278%	+$1.39M	0.13%	152
2025 Q1	$500K	Hold	4,965	–	–	0.04%	256
2024 Q4	$498K	Hold	4,965	–	–	0.03%	274
2024 Q3	$500K	Hold	4,965	–	–	0.04%	269
2024 Q2	$500K	Buy	+4,965	New	+$499K	0.04%	254

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

Roundview Capital's SGOV Position: Q1 2026 in Review

Roundview Capital held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q1 2026 at 18,769 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #156.

Roundview Capital first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.89M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Roundview Capital held 18,769 shares of iShares 0-3 Month Treasury Bond ETF worth $1.89M as of Q1 2026.
Roundview Capital left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.12% of Roundview Capital's portfolio in Q1 2026, its #156 holding.
Roundview Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Roundview Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $1.89M in Q3 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.