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

Sage Rhino 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	$4.28M	Sell	42,523 -10,775	-20%	-$1.08M	0.8%	35
2025 Q4	$5.35M	Sell	53,298 -35,665	-40%	-$3.58M	1.01%	31
2025 Q3	$8.96M	Buy	88,963 +13,586	+18%	+$1.37M	1.73%	14
2025 Q2	$7.59M	Buy	75,377 +26,642	+55%	+$2.68M	1.6%	18
2025 Q1	$4.91M	Sell	48,735 -51,826	-52%	-$5.21M	1.14%	26
2024 Q4	$10.1M	Buy	100,561 +49,303	+96%	+$4.95M	2.2%	11
2024 Q3	$5.16M	Buy	51,258 +3,457	+7%	+$348K	1.14%	27
2024 Q2	$4.81M	Buy	47,801 +4,481	+10%	+$450K	1.15%	27
2024 Q1	$4.36M	Sell	43,320 -4,028	-9%	-$405K	1.03%	32
2023 Q4	$4.75M	Buy	47,348 +10,526	+29%	+$1.06M	1.22%	24
2023 Q3	$3.71M	Buy	36,822 +21,427	+139%	+$2.15M	1.04%	29
2023 Q2	$1.55M	Buy	+15,395	New	+$1.55M	0.43%	51

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

Sage Rhino Capital's SGOV Position: Q1 2026 in Review

Sage Rhino Capital reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 20% in Q1 2026, selling an estimated $1.08M and leaving 42,523 shares worth $4.28M. The position accounts for 0.8% of the portfolio, ranked #35.

Sage Rhino Capital first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.1M in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Sage Rhino Capital held 42,523 shares of iShares 0-3 Month Treasury Bond ETF worth $4.28M as of Q1 2026.
Sage Rhino Capital sold 10,775 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.08M.
iShares 0-3 Month Treasury Bond ETF made up 0.8% of Sage Rhino Capital's portfolio in Q1 2026, its #35 holding.
Sage Rhino Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Sage Rhino Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $10.1M in Q4 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.