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

Shelton Capital Management’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 		– Sell
-12,163
Closed -$1.22M – 784
2025
Q4 		$1.22M Buy
12,163
+6,922
+132% +$696K 0.02% 258
2025
Q3 		$528K Buy
+5,241
New +$527K 0.01% 340

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

Shelton Capital Management's SGOV Position: Q1 2026 in Review

Shelton Capital Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 12,163 shares — an estimated $1.22M sold.

Shelton Capital Management first reported a position in SGOV in Q3 2025 and held it in 2 quarters. The position peaked at $1.22M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Shelton Capital Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Shelton Capital Management sold 12,163 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.22M.
  • Shelton Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and held it in 2 quarters.
  • Shelton Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.22M in Q4 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.