AC
SGOV icon

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

Apella 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
Q2 		$388K Buy
+3,863
New +$388K 0.01% 529

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Apella Capital's SGOV Position: Q2 2026 in Review

Apella Capital opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 3,863 shares worth $388K. The stake represents 0.01% of the portfolio and ranks #529 among its holdings.

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

  • Apella Capital held 3,863 shares of iShares 0-3 Month Treasury Bond ETF worth $388K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Apella Capital position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #529 holding.
  • 237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.