Shepherd Kaplan Krochuk’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Shepherd Kaplan Krochuk’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	$2.08M	Sell	20,682 -1,211	-6%	-$122K	1.75%	22
2025 Q4	$2.2M	Sell	21,893 -2,089	-9%	-$210K	1.81%	20
2025 Q3	$2.42M	Buy	23,982 +10,762	+81%	+$1.08M	1.98%	19
2025 Q2	$1.33M	Sell	13,220 -4,370	-25%	-$439K	1.16%	26
2025 Q1	$1.77M	Sell	17,590 -7,424	-30%	-$746K	1.52%	25
2024 Q4	$2.51M	Buy	25,014 +2,583	+12%	+$259K	2.1%	20
2024 Q3	$2.26M	Buy	22,431 +4,937	+28%	+$496K	1.7%	21
2024 Q2	$1.76M	Buy	17,494 +11,134	+175%	+$1.12M	1.39%	24
2024 Q1	$641K	Buy	6,360 +1,339	+27%	+$135K	0.51%	44
2023 Q4	$503K	Buy	5,021 +38	+0.8%	+$3.82K	0.41%	47
2023 Q3	$502K	Buy	4,983 +27	+0.5%	+$2.71K	0.44%	45
2023 Q2	$499K	Sell	4,956 -5,138	-51%	-$516K	0.39%	43
2023 Q1	$1.02M	Buy	10,094 +823	+9%	+$82.6K	0.9%	29
2022 Q4	$928K	Buy	+9,271	New	+$929K	0.55%	41

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

Shepherd Kaplan Krochuk's SGOV Position: Q1 2026 in Review

Shepherd Kaplan Krochuk reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.5% in Q1 2026, selling an estimated $122K and leaving 20,682 shares worth $2.08M. The position accounts for 1.75% of the portfolio, ranked #22.

Shepherd Kaplan Krochuk first reported a position in SGOV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.51M in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Shepherd Kaplan Krochuk held 20,682 shares of iShares 0-3 Month Treasury Bond ETF worth $2.08M as of Q1 2026.
Shepherd Kaplan Krochuk sold 1,211 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $122K.
iShares 0-3 Month Treasury Bond ETF made up 1.75% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #22 holding.
Shepherd Kaplan Krochuk first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Shepherd Kaplan Krochuk's iShares 0-3 Month Treasury Bond ETF position peaked at $2.51M 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 Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.