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Texas Capital Bank Wealth Management Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$984K Buy
9,780
+1,000
+11% +$101K 0.06% 138
2025
Q4 		$881K Buy
+8,780
New +$882K 0.05% 146

Other funds holding SGOV

Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Texas Capital Bank Wealth Management Services's SGOV Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q1 2026, buying an estimated $101K and bringing the position to 9,780 shares worth $984K. The position accounts for 0.06% of the portfolio, ranked #138.

Texas Capital Bank Wealth Management Services first reported a position in SGOV in Q4 2025 and has held it in 2 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 9,780 shares of iShares 0-3 Month Treasury Bond ETF worth $984K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 1,000 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $101K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.06% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #138 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.