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

TAGStone Capital’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 		– Sell
-5,425
Closed -$546K – 143
2026
Q1 		$546K Sell
5,425
-10,236
-65% -$1.03M 0.19% 84
2025
Q4 		$1.57M Sell
15,661
-10,663
-41% -$1.07M 0.59% 36
2025
Q3 		$2.65M Sell
26,324
-2,122
-7% -$213K 1.05% 27
2025
Q2 		$2.86M Buy
28,446
+24,838
+688% +$2.5M 1.18% 26
2025
Q1 		$363K Buy
+3,608
New +$363K 0.18% 76

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TAGStone Capital's SGOV Position: Q2 2026 in Review

TAGStone Capital sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 5,425 shares — an estimated $546K sold.

TAGStone Capital first reported a position in SGOV in Q1 2025 and held it in 5 quarters. The position peaked at $2.86M in Q2 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • TAGStone Capital reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • TAGStone Capital sold 5,425 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $546K.
  • TAGStone Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 5 quarters.
  • TAGStone Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $2.86M in Q2 2025.
  • 1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.