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

Brookstone Capital Management’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	$38.7M	Buy	384,426 +62,302	+19%	+$6.26M	0.39%	61
2026 Q1	$32.4M	Sell	322,124 -10,393	-3%	-$1.04M	0.37%	63
2025 Q4	$33.4M	Buy	332,517 +37,231	+13%	+$3.74M	0.38%	56
2025 Q3	$29.7M	Sell	295,286 -61,192	-17%	-$6.15M	0.35%	61
2025 Q2	$35.9M	Buy	356,478 +16,399	+5%	+$1.65M	0.47%	46
2025 Q1	$34.2M	Sell	340,079 -53,982	-14%	-$5.43M	0.49%	46
2024 Q4	$39.5M	Buy	394,061 +198,688	+102%	+$20M	0.58%	34
2024 Q3	$19.7M	Buy	195,373 +40,491	+26%	+$4.07M	0.29%	79
2024 Q2	$15.6M	Sell	154,882 -17,333	-10%	-$1.74M	0.26%	92
2024 Q1	$17.3M	Buy	172,215 +42,525	+33%	+$4.27M	0.31%	76
2023 Q4	$13M	Sell	129,690 -10,955	-8%	-$1.1M	0.25%	106
2023 Q3	$14.1M	Buy	140,645 +19,402	+16%	+$1.95M	0.31%	83
2023 Q2	$12.2M	Sell	121,243 -2,288	-2%	-$230K	0.24%	117
2023 Q1	$12.4M	Buy	123,531 +2,646	+2%	+$265K	0.24%	116
2022 Q4	$12.1M	Buy	120,885 +16,968	+16%	+$1.7M	0.25%	115
2022 Q3	$10.4M	Buy	103,917 +9,046	+10%	+$906K	0.24%	107
2022 Q2	$9.49M	Buy	+94,871	New	+$9.49M	0.21%	118

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

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

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

Brookstone Capital Management's SGOV Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 19% in Q2 2026, buying an estimated $6.26M and bringing the position to 384,426 shares worth $38.7M. The position accounts for 0.39% of the portfolio, ranked #61.

Brookstone Capital Management first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. The position peaked at $39.5M in Q4 2024. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Brookstone Capital Management held 384,426 shares of iShares 0-3 Month Treasury Bond ETF worth $38.7M as of Q2 2026.
Brookstone Capital Management bought 62,302 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.26M.
iShares 0-3 Month Treasury Bond ETF made up 0.39% of Brookstone Capital Management's portfolio in Q2 2026, its #61 holding.
Brookstone Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Brookstone Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $39.5M in Q4 2024.
237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.