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 Q2	$4.03M	Buy	40,065 +129	+0.3%	+$13K	1.94%	12
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 $1.55T 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

Sheridan Capital Management's SGOV Position: Q2 2026 in Review

Sheridan Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.32% in Q2 2026, buying an estimated $13K and bringing the position to 40,065 shares worth $4.03M. The position accounts for 1.94% of the portfolio, ranked #12.

Sheridan Capital Management first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Sheridan Capital Management held 40,065 shares of iShares 0-3 Month Treasury Bond ETF worth $4.03M as of Q2 2026.
Sheridan Capital Management bought 129 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $13K.
iShares 0-3 Month Treasury Bond ETF made up 1.94% of Sheridan Capital Management's portfolio in Q2 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 11 quarters since.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sheridan Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.