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 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

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 Wealth Management's SGOV Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 35% in Q2 2026, selling an estimated $3.49M and leaving 63,051 shares worth $6.35M. The position accounts for 0.75% of the portfolio, ranked #33.

Capital Advisors Wealth Management first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.84M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Capital Advisors Wealth Management held 63,051 shares of iShares 0-3 Month Treasury Bond ETF worth $6.35M as of Q2 2026.
Capital Advisors Wealth Management sold 34,664 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.49M.
iShares 0-3 Month Treasury Bond ETF made up 0.75% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #33 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 9 quarters since.
Capital Advisors Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $9.84M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.