Tidal Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Tidal Investments’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	$10.8M	Buy	107,848 +77,634	+257%	+$7.8M	0.02%	536
2025 Q4	$3.03M	Buy	+30,214	New	+$3.04M	0.01%	814
2025 Q3	–	Sell	-29,392	Closed	-$2.95M	–	2165
2025 Q2	$2.95M	Sell	29,392 -123,273	-81%	-$12.4M	0.02%	594
2025 Q1	$15.3M	Sell	152,665 -67,347	-31%	-$6.77M	0.12%	192
2024 Q4	$22.1M	Buy	220,012 +155,338	+240%	+$15.6M	0.17%	156
2024 Q3	$6.49M	Buy	64,674 +30,852	+91%	+$3.1M	0.07%	274
2024 Q2	$3.41M	Buy	33,822 +31,267	+1,224%	+$3.14M	0.05%	350
2024 Q1	$257K	Buy	+2,555	New	+$257K	﹤0.01%	1471

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tidal Investments's SGOV Position: Q1 2026 in Review

Tidal Investments increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 257% in Q1 2026, buying an estimated $7.8M and bringing the position to 107,848 shares worth $10.8M. The position accounts for 0.02% of the portfolio, ranked #536.

Tidal Investments first reported a position in SGOV in Q1 2024 and has held it in 8 quarters since. The position peaked at $22.1M in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Tidal Investments held 107,848 shares of iShares 0-3 Month Treasury Bond ETF worth $10.8M as of Q1 2026.
Tidal Investments bought 77,634 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $7.8M.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Tidal Investments's portfolio in Q1 2026, its #536 holding.
Tidal Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
Tidal Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $22.1M in Q4 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.