Cannon Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cannon 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	–	Sell	-2,854	Closed	-$287K	–	114
2026 Q1	$287K	Buy	2,854 +175	+7%	+$17.6K	0.21%	68
2025 Q4	$269K	Sell	2,679 -635	-19%	-$63.8K	0.19%	70
2025 Q3	$333K	Sell	3,314 -606	-15%	-$60.9K	0.22%	63
2025 Q2	$395K	Sell	3,920 -5	-0.1%	-$503	0.32%	50
2025 Q1	$395K	Buy	3,925 +332	+9%	+$33.4K	0.36%	45
2024 Q4	$360K	Sell	3,593 -687	-16%	-$69K	0.31%	49
2024 Q3	$431K	Buy	+4,280	New	+$430K	0.35%	47

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

Cannon Advisors's SGOV Position: Q2 2026 in Review

Cannon Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 2,854 shares — an estimated $287K sold.

Cannon Advisors first reported a position in SGOV in Q3 2024 and held it in 7 quarters. The position peaked at $431K in Q3 2024. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Cannon Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Cannon Advisors sold 2,854 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $287K.
Cannon Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and held it in 7 quarters.
Cannon Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $431K in Q3 2024.
237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cannon Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.