Affinity Capital Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Affinity Capital Advisors’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	$23.8M	Buy	236,566 +58,610	+33%	+$5.89M	2.78%	10
2026 Q2	$17.9M	Sell	177,956 -20,226	-10%	-$2.03M	2.21%	11
2026 Q1	$19.9M	Buy	198,182 +36,718	+23%	+$3.69M	2.8%	9
2025 Q4	$16.2M	Buy	161,464 +76,907	+91%	+$7.73M	2.24%	12
2025 Q3	$8.49M	Buy	84,557 +69,902	+477%	+$7.03M	1.3%	19
2025 Q2	$1.48M	Buy	+14,655	New	+$1.47M	0.25%	53

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 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

Affinity Capital Advisors's SGOV Position: Q3 2026 in Review

Affinity Capital Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 33% in Q3 2026, buying an estimated $5.89M and bringing the position to 236,566 shares worth $23.8M. The position accounts for 2.78% of the portfolio, ranked #10.

Affinity Capital Advisors first reported a position in SGOV in Q2 2025 and has held it in 6 quarters since. 881 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Affinity Capital Advisors held 236,566 shares of iShares 0-3 Month Treasury Bond ETF worth $23.8M as of Q3 2026.
Affinity Capital Advisors bought 58,610 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $5.89M.
iShares 0-3 Month Treasury Bond ETF made up 2.78% of Affinity Capital Advisors's portfolio in Q3 2026, its #10 holding.
Affinity Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
881 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.