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

Tran Capital 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
Q1 		– Sell
-2,500
Closed -$251K – 79
2025
Q4 		$251K Hold
2,500
– – 0.03% 70
2025
Q3 		$252K Buy
+2,500
New +$251K 0.03% 67

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
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tran Capital Management's SGOV Position: Q1 2026 in Review

Tran Capital Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 2,500 shares — an estimated $251K sold.

Tran Capital Management first reported a position in SGOV in Q3 2025 and held it in 2 quarters. The position peaked at $252K in Q3 2025. 1,225 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Tran Capital Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Tran Capital Management sold 2,500 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $251K.
  • Tran Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and held it in 2 quarters.
  • Tran Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $252K in Q3 2025.
  • 1,225 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Tran Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.