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

Slow Capital’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	$5.15M	Buy	51,157 +4,902	+11%	+$493K	0.6%	59
2026 Q1	$4.66M	Sell	46,255 -38,689	-46%	-$3.89M	0.6%	54
2025 Q4	$8.53M	Sell	84,944 -35,922	-30%	-$3.61M	1.02%	27
2025 Q3	$12.2M	Sell	120,866 -352	-0.3%	-$35.4K	1.43%	15
2025 Q2	$12.2M	Sell	121,218 -267,596	-69%	-$26.9M	1.49%	16
2025 Q1	$39.1M	Sell	388,814 -57,437	-13%	-$5.77M	5.24%	1
2024 Q4	$44.8M	Buy	446,251 +246,659	+124%	+$24.8M	6.34%	2
2024 Q3	$20.1M	Sell	199,592 -19,496	-9%	-$1.96M	3.08%	8
2024 Q2	$22.1M	Buy	219,088 +153,395	+234%	+$15.4M	3.57%	4
2024 Q1	$6.62M	Buy	+65,693	New	+$6.6M	1.06%	21

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

Slow Capital's SGOV Position: Q2 2026 in Review

Slow Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q2 2026, buying an estimated $493K and bringing the position to 51,157 shares worth $5.15M. The position accounts for 0.6% of the portfolio, ranked #59.

Slow Capital first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $44.8M in Q4 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Slow Capital held 51,157 shares of iShares 0-3 Month Treasury Bond ETF worth $5.15M as of Q2 2026.
Slow Capital bought 4,902 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $493K.
iShares 0-3 Month Treasury Bond ETF made up 0.6% of Slow Capital's portfolio in Q2 2026, its #59 holding.
Slow Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Slow Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $44.8M in Q4 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Slow Capital's 13F filing for Q2 2026, filed 22 Jul 2026.