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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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TAGStone Capital's SGOV Position: Q1 2026 in Review

TAGStone Capital reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 65% in Q1 2026, selling an estimated $1.03M and leaving 5,425 shares worth $546K. The position accounts for 0.19% of the portfolio, ranked #84.

TAGStone Capital first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.86M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • TAGStone Capital held 5,425 shares of iShares 0-3 Month Treasury Bond ETF worth $546K as of Q1 2026.
  • TAGStone Capital sold 10,236 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.03M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.19% of TAGStone Capital's portfolio in Q1 2026, its #84 holding.
  • TAGStone Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • TAGStone Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $2.86M in Q2 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.