Calton & Associates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
Other funds holding SGOV
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Calton & Associates's SGOV Position: Q2 2026 in Review
Calton & Associates opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 5,198 shares worth $523K. The stake represents 0.08% of the portfolio and ranks #223 among its holdings. This is a return to the name: Calton & Associates previously reported a position in SGOV as recently as Q4 2025.
Calton & Associates first reported a position in SGOV in Q3 2024 and has held it in 6 quarters since. The position peaked at $969K in Q2 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.
- Calton & Associates held 5,198 shares of iShares 0-3 Month Treasury Bond ETF worth $523K as of Q2 2026.
- iShares 0-3 Month Treasury Bond ETF was a new Calton & Associates position in Q2 2026.
- iShares 0-3 Month Treasury Bond ETF made up 0.08% of Calton & Associates's portfolio in Q2 2026, its #223 holding.
- Calton & Associates first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
- Calton & Associates's iShares 0-3 Month Treasury Bond ETF position peaked at $969K in Q2 2025.
- 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.
Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.