Cambridge Investment Research Advisors
SGOV icon

Cambridge Investment Research Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cambridge Investment Research Advisors’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 		$71.4M Buy
709,368
+14,690
+2% +$1.48M 0.16% 110
2026
Q1 		$69.9M Buy
694,678
+6,194
+0.9% +$623K 0.18% 105
2025
Q4 		$69.1M Sell
688,484
-150,962
-18% -$15.2M 0.18% 102
2025
Q3 		$84.5M Buy
839,446
+69,856
+9% +$7.02M 0.23% 74
2025
Q2 		$77.5M Buy
769,590
+97,820
+15% +$9.83M 0.24% 73
2025
Q1 		$67.6M Sell
671,770
-529,086
-44% -$53.2M 0.23% 79
2024
Q4 		$120M Buy
1,200,856
+343,729
+40% +$34.5M 0.4% 36
2024
Q3 		$86.3M Buy
857,127
+148,446
+21% +$14.9M 0.29% 57
2024
Q2 		$71.4M Buy
708,681
+135,807
+24% +$13.7M 0.26% 66
2024
Q1 		$57.7M Buy
572,874
+67,611
+13% +$6.8M 0.22% 81
2023
Q4 		$50.7M Sell
505,263
-317,258
-39% -$31.9M 0.22% 83
2023
Q3 		$82.8M Buy
822,521
+533,239
+184% +$53.6M 0.39% 45
2023
Q2 		$29.1M Sell
289,282
-171,548
-37% -$17.2M 0.13% 149
2023
Q1 		$46.4M Sell
460,830
-256,488
-36% -$25.7M 0.23% 83
2022
Q4 		$71.8M Buy
717,318
+667,979
+1,354% +$66.9M 0.37% 49
2022
Q3 		$4.95M Buy
+49,339
New +$4.94M 0.03% 575
2021
Q4 		– Sell
-9,916
Closed -$992K – 3261
2021
Q3 		$992K Sell
9,916
-25,717
-72% -$2.57M ﹤0.01% 1525
2021
Q2 		$3.56M Buy
35,633
+26,886
+307% +$2.69M 0.02% 788
2021
Q1 		$875K Buy
+8,747
New +$875K ﹤0.01% 1523

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors's SGOV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.1% in Q2 2026, buying an estimated $1.48M and bringing the position to 709,368 shares worth $71.4M. The position accounts for 0.16% of the portfolio, ranked #110.

Cambridge Investment Research Advisors first reported a position in SGOV in Q1 2021 and has held it in 19 quarters since. The position peaked at $120M in Q4 2024. 571 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Cambridge Investment Research Advisors held 709,368 shares of iShares 0-3 Month Treasury Bond ETF worth $71.4M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 14,690 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.48M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.16% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #110 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2021 and has held it in 19 quarters since.
  • Cambridge Investment Research Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $120M in Q4 2024.
  • 571 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.