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

Capital Advisors Wealth Management’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 Q3	$9.36M	Buy	92,926 +29,875	+47%	+$3M	1.05%	23
2026 Q2	$6.35M	Sell	63,051 -34,664	-35%	-$3.49M	0.75%	33
2026 Q1	$9.84M	Buy	97,715 +47,431	+94%	+$4.77M	1.32%	22
2025 Q4	$5.05M	Sell	50,284 -39,726	-44%	-$3.99M	0.69%	37
2025 Q3	$9.06M	Sell	90,010 -3,444	-4%	-$346K	1.29%	18
2025 Q2	$9.41M	Buy	93,454 +42,810	+85%	+$4.3M	1.48%	18
2025 Q1	$5.1M	Buy	50,644 +29,419	+139%	+$2.96M	0.9%	32
2024 Q4	$2.13M	Buy	21,225 +11,955	+129%	+$1.2M	0.38%	46
2024 Q3	$934K	Buy	9,270 +4,405	+91%	+$443K	0.17%	64
2024 Q2	$490K	Buy	+4,865	New	+$489K	0.1%	88

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Capital Advisors Wealth Management's SGOV Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 47% in Q3 2026, buying an estimated $3M and bringing the position to 92,926 shares worth $9.36M. The position accounts for 1.05% of the portfolio, ranked #23.

Capital Advisors Wealth Management first reported a position in SGOV in Q2 2024 and has held it in 10 quarters since. The position peaked at $9.84M in Q1 2026. 70 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Capital Advisors Wealth Management held 92,926 shares of iShares 0-3 Month Treasury Bond ETF worth $9.36M as of Q3 2026.
Capital Advisors Wealth Management bought 29,875 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $3M.
iShares 0-3 Month Treasury Bond ETF made up 1.05% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #23 holding.
Capital Advisors Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 10 quarters since.
Capital Advisors Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $9.84M in Q1 2026.
70 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.