Vickerman Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Vickerman Investment Advisors’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	$18.2M	Sell	180,610 -61,333	-25%	-$6.17M	3.82%	5
2025 Q4	$24.3M	Sell	241,943 -41,605	-15%	-$4.18M	4.85%	5
2025 Q3	$28.6M	Buy	283,548 +18,798	+7%	+$1.89M	5.77%	4
2025 Q2	$26.7M	Sell	264,750 -68,026	-20%	-$6.84M	5.73%	4
2025 Q1	$33.5M	Sell	332,776 -149,760	-31%	-$15.1M	7.59%	3
2024 Q4	$48.4M	Buy	482,536 +133,588	+38%	+$13.4M	13.15%	2
2024 Q3	$35.1M	Buy	348,948 +70,295	+25%	+$7.07M	10.33%	2
2024 Q2	$28.1M	Buy	278,653 +93,044	+50%	+$9.35M	9.01%	2
2024 Q1	$18.7M	Sell	185,609 -9,559	-5%	-$961K	6.03%	4
2023 Q4	$19.6M	Buy	195,168 +148,494	+318%	+$14.9M	6.67%	4
2023 Q3	$4.7M	Buy	46,674 +4,600	+11%	+$462K	1.92%	13
2023 Q2	$4.23M	Buy	+42,074	New	+$4.22M	1.65%	16

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

Vickerman Investment Advisors's SGOV Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 25% in Q1 2026, selling an estimated $6.17M and leaving 180,610 shares worth $18.2M. The position accounts for 3.82% of the portfolio, ranked #5.

Vickerman Investment Advisors first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $48.4M in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Vickerman Investment Advisors held 180,610 shares of iShares 0-3 Month Treasury Bond ETF worth $18.2M as of Q1 2026.
Vickerman Investment Advisors sold 61,333 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $6.17M.
iShares 0-3 Month Treasury Bond ETF made up 3.82% of Vickerman Investment Advisors's portfolio in Q1 2026, its #5 holding.
Vickerman Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Vickerman Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $48.4M 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 Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.