OceanIQ Capital, LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

OceanIQ Capital, LLC’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	$2.31M	Buy	+23,020	New	+$2.31M	1.4%	12

Other funds holding SGOV

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

OceanIQ Capital, LLC's SGOV Position: Q2 2026 in Review

OceanIQ Capital, LLC opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 23,020 shares worth $2.31M. The stake represents 1.4% of the portfolio and ranks #12 among its holdings.

1,187 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

OceanIQ Capital, LLC held 23,020 shares of iShares 0-3 Month Treasury Bond ETF worth $2.31M as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new OceanIQ Capital, LLC position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 1.4% of OceanIQ Capital, LLC's portfolio in Q2 2026, its #12 holding.
1,187 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on OceanIQ Capital, LLC's 13F filing for Q2 2026, filed 12 Aug 2026.