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 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 $1.37T 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

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

Sollinda Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 40% in Q1 2026, buying an estimated $25.1M and bringing the position to 865,955 shares worth $87.2M. The position accounts for 21.18% of the portfolio, ranked #1.

Sollinda Capital Management first reported a position in SGOV in Q4 2023 and has held it in 10 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Sollinda Capital Management held 865,955 shares of iShares 0-3 Month Treasury Bond ETF worth $87.2M as of Q1 2026.
Sollinda Capital Management bought 249,510 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $25.1M.
iShares 0-3 Month Treasury Bond ETF made up 21.18% of Sollinda Capital Management's portfolio in Q1 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 10 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Sollinda Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.