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

Steele 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	$2.11M	Buy	20,973 +3,427	+20%	+$345K	0.08%	64
2026 Q1	$1.77M	Buy	+17,546	New	+$1.76M	0.07%	68
2025 Q4	–	Sell	-14,829	Closed	-$1.49M	–	85
2025 Q3	$1.49M	Sell	14,829 -19,819	-57%	-$1.99M	0.07%	62
2025 Q2	$3.49M	Sell	34,648 -2,898	-8%	-$291K	0.17%	49
2025 Q1	$3.78M	Buy	37,546 +25,633	+215%	+$2.58M	0.2%	47
2024 Q4	$1.2M	Sell	11,913 -1,701	-12%	-$171K	0.06%	62
2024 Q3	$1.37M	Buy	13,614 +2,316	+20%	+$233K	0.07%	57
2024 Q2	$1.14M	Sell	11,298 -1,732	-13%	-$174K	0.06%	64
2024 Q1	$1.31M	Buy	13,030 +564	+5%	+$56.7K	0.08%	59
2023 Q4	$1.25M	Buy	+12,466	New	+$1.25M	0.08%	58

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Steele Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 20% in Q2 2026, buying an estimated $345K and bringing the position to 20,973 shares worth $2.11M. The position accounts for 0.08% of the portfolio, ranked #64.

Steele Capital Management first reported a position in SGOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.78M in Q1 2025. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Steele Capital Management held 20,973 shares of iShares 0-3 Month Treasury Bond ETF worth $2.11M as of Q2 2026.
Steele Capital Management bought 3,427 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $345K.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of Steele Capital Management's portfolio in Q2 2026, its #64 holding.
Steele 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.
Steele Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $3.78M in Q1 2025.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.