Stansberry Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Stansberry Asset 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	$44.5M	Buy	442,000 +181,386	+70%	+$18.2M	4.57%	1
2025 Q4	$26.2M	Sell	260,614 -1,844	-0.7%	-$185K	2.65%	5
2025 Q3	$26.4M	Buy	262,458 +18,728	+8%	+$1.88M	2.76%	4
2025 Q2	$24.5M	Sell	243,730 -77,687	-24%	-$7.81M	2.68%	5
2025 Q1	$32.4M	Buy	321,417 +280,162	+679%	+$28.2M	3.89%	1
2024 Q4	$4.14M	Buy	41,255 +2,786	+7%	+$280K	0.54%	61
2024 Q3	$3.87M	Buy	38,469 +3,394	+10%	+$341K	0.48%	67
2024 Q2	$3.53M	Buy	35,075 +6,738	+24%	+$677K	0.46%	74
2024 Q1	$2.85M	Buy	28,337 +4,072	+17%	+$409K	0.39%	78
2023 Q4	$2.43M	Buy	+24,265	New	+$2.44M	0.4%	73

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

Stansberry Asset Management's SGOV Position: Q1 2026 in Review

Stansberry Asset Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 70% in Q1 2026, buying an estimated $18.2M and bringing the position to 442,000 shares worth $44.5M. The position accounts for 4.57% of the portfolio, ranked #1.

Stansberry Asset 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.

Stansberry Asset Management held 442,000 shares of iShares 0-3 Month Treasury Bond ETF worth $44.5M as of Q1 2026.
Stansberry Asset Management bought 181,386 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $18.2M.
iShares 0-3 Month Treasury Bond ETF made up 4.57% of Stansberry Asset Management's portfolio in Q1 2026, its #1 holding.
Stansberry Asset 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 Stansberry Asset Management's 13F filing for Q1 2026, filed 15 May 2026.