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

Anson 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 		$10.6M Buy
105,639
+3,496
+3% +$352K 6.93% 1
2026
Q2 		$10.3M Sell
102,143
-2,077
-2% -$209K 6.69% 1
2026
Q1 		$10.5M Buy
104,220
+7,886
+8% +$793K 7.18% 2
2025
Q4 		$9.7M Sell
96,334
-586
-0.6% -$58.9K 7.04% 2
2025
Q3 		$9.8M Sell
96,920
-2,498
-3% -$251K 7.32% 2
2025
Q2 		$10M Sell
99,418
-371
-0.4% -$37.3K 8.07% 1
2025
Q1 		$10M Sell
99,789
-4,293
-4% -$431K 8.64% 1
2024
Q4 		$10.4M Buy
104,082
+10,799
+12% +$1.08M 9.1% 1
2024
Q3 		$9.4M Buy
93,283
+22,314
+31% +$2.24M 8.39% 1
2024
Q2 		$7.15M Buy
70,969
+25,851
+57% +$2.6M 7.05% 2
2024
Q1 		$4.54M Buy
45,118
+7,807
+21% +$785K 6.53% 3
2023
Q4 		$3.74M Buy
37,311
+3,186
+9% +$320K 6.17% 3
2023
Q3 		$3.44M Buy
34,125
+4,745
+16% +$477K 6.53% 3
2023
Q2 		$2.96M Buy
29,380
+18,991
+183% +$1.91M 5.48% 4
2023
Q1 		$1.04M Buy
+10,389
New +$1.04M 1.69% 17

Other funds holding SGOV

True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Peavine Capital
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Anson Capital's SGOV Position: Q3 2026 in Review

Anson Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.4% in Q3 2026, buying an estimated $352K and bringing the position to 105,639 shares worth $10.6M. The position accounts for 6.93% of the portfolio, ranked #1.

Anson Capital first reported a position in SGOV in Q1 2023 and has held it in 15 quarters since. 469 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Anson Capital held 105,639 shares of iShares 0-3 Month Treasury Bond ETF worth $10.6M as of Q3 2026.
  • Anson Capital bought 3,496 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $352K.
  • iShares 0-3 Month Treasury Bond ETF made up 6.93% of Anson Capital's portfolio in Q3 2026, its #1 holding.
  • Anson Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • 469 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.