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

Rose Capital Advisors 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	$3.03M	Buy	+30,073	New	+$3.02M	1.52%	18

Other funds holding SGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Rose Capital Advisors LLC's SGOV Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 30,073 shares worth $3.03M. The stake represents 1.52% of the portfolio and ranks #18 among its holdings.

864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Rose Capital Advisors LLC held 30,073 shares of iShares 0-3 Month Treasury Bond ETF worth $3.03M as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Rose Capital Advisors LLC position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 1.52% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #18 holding.
864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.