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

Bulwark 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	$6.33M	Sell	62,897 -7,078	-10%	-$712K	3.56%	10
2026 Q1	$7.04M	Buy	69,975 +48,763	+230%	+$4.9M	4.34%	9
2025 Q4	$2.13M	Buy	21,212 +5	+0%	+$502	1.51%	20
2025 Q3	$2.14M	Sell	21,207 -2,877	-12%	-$289K	1.66%	20
2025 Q2	$2.43M	Buy	+24,084	New	+$2.42M	2.04%	19

Other funds holding SGOV

CIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Bulwark Capital's SGOV Position: Q2 2026 in Review

Bulwark Capital reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 10% in Q2 2026, selling an estimated $712K and leaving 62,897 shares worth $6.33M. The position accounts for 3.56% of the portfolio, ranked #10.

Bulwark Capital first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.04M in Q1 2026. 656 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Bulwark Capital held 62,897 shares of iShares 0-3 Month Treasury Bond ETF worth $6.33M as of Q2 2026.
Bulwark Capital sold 7,078 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $712K.
iShares 0-3 Month Treasury Bond ETF made up 3.56% of Bulwark Capital's portfolio in Q2 2026, its #10 holding.
Bulwark Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Bulwark Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $7.04M in Q1 2026.
656 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.