Capital Advisory Group Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,330
Closed -$234K 127
2025
Q4
$234K Buy
+2,330
New +$234K 0.07% 158

Other funds holding SGOV

Capital Advisory Group Advisory Services's SGOV Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 2,330 shares — an estimated $234K sold.

Capital Advisory Group Advisory Services first reported a position in SGOV in Q4 2025 and held it in 1 quarter. The position peaked at $234K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Capital Advisory Group Advisory Services reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 2,330 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $234K.
  • Capital Advisory Group Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $234K in Q4 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.