Shufro Rose & Co’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Shufro Rose & Co’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	$3.59M	Buy	+35,629	New	+$3.58M	0.24%	56
2025 Q4	–	Sell	-13,276	Closed	-$1.34M	–	340
2025 Q3	$1.34M	Buy	13,276 +7,950	+149%	+$799K	0.11%	103
2025 Q2	$536K	Hold	5,326	–	–	0.04%	173
2025 Q1	$536K	Buy	+5,326	New	+$535K	0.04%	174

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

Shufro Rose & Co's SGOV Position: Q1 2026 in Review

Shufro Rose & Co opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 35,629 shares worth $3.59M. The stake represents 0.24% of the portfolio and ranks #56 among its holdings. This is a return to the name: Shufro Rose & Co previously reported a position in SGOV as recently as Q3 2025.

Shufro Rose & Co first reported a position in SGOV in Q1 2025 and has held it in 4 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Shufro Rose & Co held 35,629 shares of iShares 0-3 Month Treasury Bond ETF worth $3.59M as of Q1 2026.
iShares 0-3 Month Treasury Bond ETF was a new Shufro Rose & Co position in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.24% of Shufro Rose & Co's portfolio in Q1 2026, its #56 holding.
Shufro Rose & Co first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 4 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.