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

Westerkirk Capital's SGOV Position: Q1 2026 in Review

Westerkirk Capital held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q1 2026 at 1,523,760 shares worth $153M. The position accounts for 16.51% of the portfolio, ranked #1.

Westerkirk Capital first reported a position in SGOV in Q2 2025 and has held it in 3 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Westerkirk Capital held 1,523,760 shares of iShares 0-3 Month Treasury Bond ETF worth $153M as of Q1 2026.
  • Westerkirk Capital left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 16.51% of Westerkirk Capital's portfolio in Q1 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 3 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.