Advisor OS’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Advisor OS’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 Q3	$399K	Sell	3,962 -826	-17%	-$83.1K	0.03%	349
2026 Q2	$482K	Buy	4,788 +25	+0.5%	+$2.51K	0.03%	324
2026 Q1	$479K	Sell	4,763 -445	-9%	-$44.7K	0.03%	309
2025 Q4	$523K	Buy	5,208 +2,313	+80%	+$232K	0.04%	274
2025 Q3	$291K	Buy	+2,895	New	+$291K	0.03%	372
2024 Q4	–	Sell	-7,305	Closed	-$736K	–	448
2024 Q3	$736K	Buy	7,305 +861	+13%	+$86.6K	0.07%	202
2024 Q2	$649K	Buy	6,444 +1,786	+38%	+$180K	0.07%	210
2024 Q1	$469K	Buy	+4,658	New	+$468K	0.05%	245

Other funds holding SGOV

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Advisor OS's SGOV Position: Q3 2026 in Review

Advisor OS reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q3 2026, selling an estimated $83.1K and leaving 3,962 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #349.

Advisor OS first reported a position in SGOV in Q1 2024 and has held it in 8 quarters since. The position peaked at $736K in Q3 2024. 728 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Advisor OS held 3,962 shares of iShares 0-3 Month Treasury Bond ETF worth $399K as of Q3 2026.
Advisor OS sold 826 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $83.1K.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Advisor OS's portfolio in Q3 2026, its #349 holding.
Advisor OS first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
Advisor OS's iShares 0-3 Month Treasury Bond ETF position peaked at $736K in Q3 2024.
728 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.