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

Sheridan 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	$4.02M	Buy	39,936 +1,606	+4%	+$161K	2.12%	12
2025 Q4	$3.85M	Buy	38,330 +3,863	+11%	+$388K	1.95%	13
2025 Q3	$3.47M	Buy	34,467 +14,451	+72%	+$1.45M	1.83%	13
2025 Q2	$2.02M	Buy	20,016 +2,173	+12%	+$218K	1.39%	15
2025 Q1	$1.8M	Buy	17,843 +505	+3%	+$50.8K	1.31%	16
2024 Q4	$1.74M	Sell	17,338 -416	-2%	-$41.8K	1.22%	16
2024 Q3	$1.79M	Buy	17,754 +7,351	+71%	+$739K	1.26%	16
2024 Q2	$1.04M	Buy	10,403 +5,387	+107%	+$541K	0.78%	20
2024 Q1	$505K	Buy	5,016 +2,627	+110%	+$264K	0.38%	20
2023 Q4	$240K	Buy	+2,389	New	+$240K	0.19%	22

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 $8.4B AUM 51.89% 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

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

Sheridan Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.2% in Q1 2026, buying an estimated $161K and bringing the position to 39,936 shares worth $4.02M. The position accounts for 2.12% of the portfolio, ranked #12.

Sheridan Capital Management first reported a position in SGOV in Q4 2023 and has held it in 10 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Sheridan Capital Management held 39,936 shares of iShares 0-3 Month Treasury Bond ETF worth $4.02M as of Q1 2026.
Sheridan Capital Management bought 1,606 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $161K.
iShares 0-3 Month Treasury Bond ETF made up 2.12% of Sheridan Capital Management's portfolio in Q1 2026, its #12 holding.
Sheridan Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

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