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 Q2	$5.37M	Buy	53,320 +10,797	+25%	+$1.09M	0.87%	33
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 $1.55T 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

Sage Rhino Capital's SGOV Position: Q2 2026 in Review

Sage Rhino Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 25% in Q2 2026, buying an estimated $1.09M and bringing the position to 53,320 shares worth $5.37M. The position accounts for 0.87% of the portfolio, ranked #33.

Sage Rhino Capital first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.1M in Q4 2024. 1,308 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Sage Rhino Capital held 53,320 shares of iShares 0-3 Month Treasury Bond ETF worth $5.37M as of Q2 2026.
Sage Rhino Capital bought 10,797 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.09M.
iShares 0-3 Month Treasury Bond ETF made up 0.87% of Sage Rhino Capital's portfolio in Q2 2026, its #33 holding.
Sage Rhino Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Sage Rhino Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $10.1M in Q4 2024.
1,308 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.