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

Winthrop 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	$4.44M	Sell	44,085 -7,494	-15%	-$753K	1.14%	30
2025 Q4	$5.18M	Sell	51,579 -8,459	-14%	-$850K	1.21%	27
2025 Q3	$6.05M	Buy	60,038 +16,108	+37%	+$1.62M	1.46%	24
2025 Q2	$4.42M	Buy	43,930 +22,030	+101%	+$2.21M	1.12%	28
2025 Q1	$2.21M	Buy	21,900 +435	+2%	+$43.7K	0.61%	39
2024 Q4	$2.15M	Buy	+21,465	New	+$2.16M	0.57%	41

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 $8.4B AUM 51.89% 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

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

Winthrop Capital Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q1 2026, selling an estimated $753K and leaving 44,085 shares worth $4.44M. The position accounts for 1.14% of the portfolio, ranked #30.

Winthrop Capital Management first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.05M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Winthrop Capital Management held 44,085 shares of iShares 0-3 Month Treasury Bond ETF worth $4.44M as of Q1 2026.
Winthrop Capital Management sold 7,494 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $753K.
iShares 0-3 Month Treasury Bond ETF made up 1.14% of Winthrop Capital Management's portfolio in Q1 2026, its #30 holding.
Winthrop Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Winthrop Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $6.05M in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.