As of the latest SEC filings, ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) is held by 26 institutional funds. The largest fund shareholder is HCM Tactical Plus Fund (HCMSX), holding an estimated $413,259,630.00 in market value, representing 23.03% of its portfolio.
Funds holding ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SGOV
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
HCMSX
HCM Tactical Plus Fund
|
MF | Independent / Boutique | 23.03% | $413,259,630.00 | 4,105,500 | Mar 31, 2026 | May 29, 2026 |
|
HCMQX
HCM Sector Plus Fund
|
MF | Independent / Boutique | 20.79% | $379,161,055.00 | 3,766,750 | Mar 31, 2026 | May 29, 2026 |
|
HCMLX
HCM Multi-Asset Plus Fund
|
MF | Independent / Boutique | 16.13% | $120,233,337.00 | 1,194,450 | Mar 31, 2026 | May 29, 2026 |
|
EDGF
3EDGE Dynamic Fixed Income ETF
|
ETF | Independent / Boutique | 19.56% | $101,962,238.40 | 1,012,937 | Mar 31, 2026 | Jun 1, 2026 |
|
CRTBX
Potomac Tactical Rotation Fund
|
MF | Independent / Boutique | 23.02% | $58,755,946.62 | 583,707 | Mar 31, 2026 | May 28, 2026 |
|
-
AST Multi-Asset Diversified Plus Portfolio
|
ETF | Independent / Boutique | 2.51% | $54,235,205.36 | 538,796 | Mar 31, 2026 | May 27, 2026 |
|
-
AST Multi-Asset Diversified Portfolio
|
ETF | Independent / Boutique | 1.02% | $50,648,790.22 | 503,167 | Mar 31, 2026 | May 27, 2026 |
|
CRTOX
Potomac Tactical Opportunities Fund
|
MF | Independent / Boutique | 14.55% | $32,407,386.34 | 321,949 | Mar 31, 2026 | May 28, 2026 |
|
HCMBX
HCM Dynamic Income Fund
|
MF | Independent / Boutique | 20.33% | $27,017,144.00 | 268,400 | Mar 31, 2026 | May 29, 2026 |
|
BYLD
iShares Yield Optimized Bond ETF
|
ETF | BlackRock / iShares | 5.57% | $21,565,326.06 | 214,218 | Apr 30, 2026 | Jun 26, 2026 |
|
AAAA
Amplius Aggressive Asset Allocation ETF
|
ETF | Independent / Boutique | 6.21% | $16,611,556.70 | 165,010 | Apr 30, 2026 | Jun 29, 2026 |
|
BAMU
Brookstone Ultra-Short Bond ETF
|
ETF | Independent / Boutique | 19.91% | $14,140,322.56 | 140,504 | Feb 28, 2026 | Apr 28, 2026 |
|
SAMT
Strategas Macro Thematic Opportunities ETF
|
ETF | Independent / Boutique | 2.49% | $12,934,105.38 | 128,493 | Mar 31, 2026 | Jun 1, 2026 |
|
-
The Gold Bullion Strategy Portfolio
|
ETF | Independent / Boutique | 20.12% | $11,407,797.80 | 113,330 | Mar 31, 2026 | May 8, 2026 |
|
FDAT
Tactical Advantage ETF
|
ETF | Independent / Boutique | 31.08% | $10,783,403.82 | 107,127 | Mar 31, 2026 | May 28, 2026 |
|
BAMO
Brookstone Opportunities ETF
|
ETF | Independent / Boutique | 19.39% | $8,139,662.56 | 80,879 | Feb 28, 2026 | Apr 28, 2026 |
|
QGLCX
Quantified Gold Futures Tracking Fund
|
MF | Independent / Boutique | 4.83% | $8,052,800.00 | 80,000 | Mar 31, 2026 | May 8, 2026 |
|
RA
Brookfield Real Assets Income Fund Inc.
|
CEF | Independent / Boutique | 0.90% | $7,066,332.00 | 70,200 | Mar 31, 2026 | May 29, 2026 |
|
MKAM
MKAM ETF
|
ETF | Independent / Boutique | 53.81% | $6,633,795.98 | 65,903 | Mar 31, 2026 | Jun 1, 2026 |
|
ACREX
ACR Equity International Fund
|
MF | Independent / Boutique | 4.33% | $5,914,310.88 | 58,767 | Feb 28, 2026 | Apr 7, 2026 |
|
ACROX
ACR Opportunity Fund
|
MF | Independent / Boutique | 4.55% | $5,384,240.00 | 53,500 | Feb 28, 2026 | Apr 7, 2026 |
|
RQIIX
RESQ Strategic Income Fund
|
MF | Independent / Boutique | 13.74% | $4,026,400.00 | 40,000 | Mar 31, 2026 | May 28, 2026 |
|
THRV
Prospera Income ETF
|
ETF | Independent / Boutique | 18.41% | $842,725.52 | 8,372 | Mar 31, 2026 | May 26, 2026 |
|
NMBL
Novatide Flexible Allocation ETF
|
ETF | Independent / Boutique | 2.14% | $433,456.48 | 4,307 | Feb 28, 2026 | Apr 17, 2026 |
|
KDRN
Kingsbarn Tactical Bond ETF
|
ETF | Independent / Boutique | 19.23% | $228,050.24 | 2,266 | Feb 28, 2026 | Apr 24, 2026 |
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