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

Sollinda 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	$78.4M	Sell	778,780 -87,175	-10%	-$8.76M	16.74%	1
2026 Q1	$87.2M	Buy	865,955 +249,510	+40%	+$25.1M	21.18%	1
2025 Q4	$61.9M	Sell	616,445 -61,771	-9%	-$6.21M	15.81%	1
2025 Q3	$68.3M	Sell	678,216 -23,846	-3%	-$2.4M	18.72%	1
2025 Q2	$70.7M	Buy	702,062 +235,563	+50%	+$23.7M	18.41%	1
2025 Q1	$47M	Sell	466,499 -110,361	-19%	-$11.1M	13.07%	3
2024 Q4	$57.9M	Buy	576,860 +213,380	+59%	+$21.4M	15.91%	2
2024 Q3	$36.6M	Buy	363,480 +105,737	+41%	+$10.6M	10.33%	3
2024 Q2	$26M	Buy	257,743 +128,844	+100%	+$13M	7.91%	4
2024 Q1	$13M	Buy	128,899 +114,849	+817%	+$11.5M	4.06%	7
2023 Q4	$1.41M	Buy	+14,050	New	+$1.41M	0.4%	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

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

Sollinda Capital Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 10% in Q2 2026, selling an estimated $8.76M and leaving 778,780 shares worth $78.4M. The position accounts for 16.74% of the portfolio, ranked #1.

Sollinda Capital Management first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $87.2M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Sollinda Capital Management held 778,780 shares of iShares 0-3 Month Treasury Bond ETF worth $78.4M as of Q2 2026.
Sollinda Capital Management sold 87,175 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.76M.
iShares 0-3 Month Treasury Bond ETF made up 16.74% of Sollinda Capital Management's portfolio in Q2 2026, its #1 holding.
Sollinda 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.
Sollinda Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $87.2M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sollinda Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.