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

Capital Advisors Ltd’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	$716K	Sell	7,116 -297	-4%	-$29.9K	0.07%	155
2026 Q1	$746K	Sell	7,413 -333	-4%	-$33.5K	0.08%	141
2025 Q4	$778K	Buy	7,746 +2,372	+44%	+$238K	0.09%	129
2025 Q3	$541K	Sell	5,374 -496	-8%	-$49.9K	0.06%	154
2025 Q2	$591K	Buy	5,870 +795	+16%	+$79.9K	0.07%	147
2025 Q1	$511K	Sell	5,075 -603	-11%	-$60.6K	0.07%	154
2024 Q4	$570K	Buy	5,678 +511	+10%	+$51.3K	0.07%	145
2024 Q3	$520K	Sell	5,167 -5,167	-50%	-$519K	0.06%	154
2024 Q2	$1.04M	Sell	10,334 -2,313	-18%	-$232K	0.14%	95
2024 Q1	$1.27M	Buy	12,647 +184	+1%	+$18.5K	0.17%	82
2023 Q4	$1.25M	Buy	12,463 +4,430	+55%	+$445K	0.18%	75
2023 Q3	$809K	Sell	8,033 -7	-0.1%	-$703	0.12%	103
2023 Q2	$809K	Buy	8,040 +5,029	+167%	+$505K	0.12%	103
2023 Q1	$303K	Buy	+3,011	New	+$302K	0.05%	183

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Advisors Ltd's SGOV Position: Q2 2026 in Review

Capital Advisors Ltd reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4% in Q2 2026, selling an estimated $29.9K and leaving 7,116 shares worth $716K. The position accounts for 0.07% of the portfolio, ranked #155.

Capital Advisors Ltd first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.27M in Q1 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Capital Advisors Ltd held 7,116 shares of iShares 0-3 Month Treasury Bond ETF worth $716K as of Q2 2026.
Capital Advisors Ltd sold 297 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $29.9K.
iShares 0-3 Month Treasury Bond ETF made up 0.07% of Capital Advisors Ltd's portfolio in Q2 2026, its #155 holding.
Capital Advisors Ltd first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Capital Advisors Ltd's iShares 0-3 Month Treasury Bond ETF position peaked at $1.27M in Q1 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.