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

AlphaCore Capital’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	$459K	Buy	4,563 +149	+3%	+$15K	0.01%	869
2026 Q2	$444K	Buy	4,414 +1,182	+37%	+$119K	0.01%	746
2026 Q1	$325K	Sell	3,232 -3,533	-52%	-$355K	0.01%	672
2025 Q4	$679K	Buy	6,765 +1,372	+25%	+$138K	0.02%	523
2025 Q3	$543K	Sell	5,393 -1,165	-18%	-$117K	0.02%	425
2025 Q2	$660K	Sell	6,558 -1,158	-15%	-$116K	0.03%	332
2025 Q1	$777K	Buy	+7,716	New	+$776K	0.07%	198
2024 Q1	–	Sell	-9,855	Closed	-$988K	–	341
2023 Q4	$988K	Buy	9,855 +1,777	+22%	+$178K	0.14%	104
2023 Q3	$813K	Buy	+8,078	New	+$811K	0.13%	111

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

AlphaCore Capital's SGOV Position: Q3 2026 in Review

AlphaCore Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.4% in Q3 2026, buying an estimated $15K and bringing the position to 4,563 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #869.

AlphaCore Capital first reported a position in SGOV in Q3 2023 and has held it in 9 quarters since. The position peaked at $988K in Q4 2023. 866 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

AlphaCore Capital held 4,563 shares of iShares 0-3 Month Treasury Bond ETF worth $459K as of Q3 2026.
AlphaCore Capital bought 149 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $15K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #869 holding.
AlphaCore Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 9 quarters since.
AlphaCore Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $988K in Q4 2023.
866 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.