SCP
SGOV icon

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

Sandhill Capital Partners’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 		$13.2M Sell
130,697
-103,921
-44% -$10.4M 1.13% 24
2025
Q4 		$23.6M Buy
234,618
+119,342
+104% +$12M 1.68% 23
2025
Q3 		$11.6M Buy
115,276
+18,195
+19% +$1.83M 0.81% 29
2025
Q2 		$9.78M Buy
+97,081
New +$9.76M 0.7% 28

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 $8.4B AUM 51.89% 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

Sandhill Capital Partners's SGOV Position: Q1 2026 in Review

Sandhill Capital Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 44% in Q1 2026, selling an estimated $10.4M and leaving 130,697 shares worth $13.2M. The position accounts for 1.13% of the portfolio, ranked #24.

Sandhill Capital Partners first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. The position peaked at $23.6M in Q4 2025. 1,214 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Sandhill Capital Partners held 130,697 shares of iShares 0-3 Month Treasury Bond ETF worth $13.2M as of Q1 2026.
  • Sandhill Capital Partners sold 103,921 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $10.4M.
  • iShares 0-3 Month Treasury Bond ETF made up 1.13% of Sandhill Capital Partners's portfolio in Q1 2026, its #24 holding.
  • Sandhill Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Sandhill Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $23.6M in Q4 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Sandhill Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.