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

Westerkirk 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 Q2	$153M	Hold	1,523,760	–	–	14.75%	1
2026 Q1	$153M	Hold	1,523,760	–	–	16.51%	1
2025 Q4	$153M	Buy	+1,523,760	New	+$153M	14.9%	1
2025 Q3	–	Sell	-67,000	Closed	-$6.75M	–	249
2025 Q2	$6.75M	Buy	+67,000	New	+$6.74M	0.83%	24

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westerkirk Capital's SGOV Position: Q2 2026 in Review

Westerkirk Capital held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 1,523,760 shares worth $153M. The position accounts for 14.75% of the portfolio, ranked #1.

Westerkirk Capital first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. 1,308 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Westerkirk Capital held 1,523,760 shares of iShares 0-3 Month Treasury Bond ETF worth $153M as of Q2 2026.
Westerkirk Capital left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 14.75% of Westerkirk Capital's portfolio in Q2 2026, its #1 holding.
Westerkirk Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
1,308 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.