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

Sugar Maple 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 Q2	$561K	Buy	5,572 +10	+0.2%	+$1K	0.36%	49
2026 Q1	$560K	Buy	5,562 +7	+0.1%	+$704	0.34%	48
2025 Q4	$558K	Sell	5,555 -183	-3%	-$18.4K	0.37%	47
2025 Q3	$578K	Buy	5,738 +11	+0.2%	+$1.11K	0.41%	43
2025 Q2	$577K	Buy	5,727 +3,243	+131%	+$326K	0.45%	39
2025 Q1	$250K	Buy	2,484 +1,005	+68%	+$101K	0.2%	57
2024 Q4	$148K	Buy	+1,479	New	+$149K	0.11%	74

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

Sugar Maple Asset Management's SGOV Position: Q2 2026 in Review

Sugar Maple Asset Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.18% in Q2 2026, buying an estimated $1K and bringing the position to 5,572 shares worth $561K. The position accounts for 0.36% of the portfolio, ranked #49.

Sugar Maple Asset Management first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $578K in Q3 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Sugar Maple Asset Management held 5,572 shares of iShares 0-3 Month Treasury Bond ETF worth $561K as of Q2 2026.
Sugar Maple Asset Management bought 10 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1K.
iShares 0-3 Month Treasury Bond ETF made up 0.36% of Sugar Maple Asset Management's portfolio in Q2 2026, its #49 holding.
Sugar Maple Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sugar Maple Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $578K in Q3 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.