Capital Analysts LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Capital Analysts LLC’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	$1K	Hold	7	–	–	﹤0.01%	1525
2026 Q1	$1K	Buy	+7	New	+$704	﹤0.01%	1524
2025 Q3	–	Sell	-945	Closed	-$95K	–	1481
2025 Q2	$95K	Sell	945 -17	-2%	-$1.71K	﹤0.01%	681
2025 Q1	$97K	Sell	962 -3,334	-78%	-$335K	﹤0.01%	650
2024 Q4	$431K	Buy	4,296 +1,399	+48%	+$141K	0.02%	356
2024 Q3	$292K	Buy	2,897 +2,827	+4,039%	+$284K	0.01%	399
2024 Q2	$7K	Hold	70	–	–	﹤0.01%	1010
2024 Q1	$7K	Buy	+70	New	+$7.04K	﹤0.01%	964
2023 Q2	–	Sell	-584	Closed	-$59K	–	1032
2023 Q1	$59K	Buy	+584	New	+$58.6K	﹤0.01%	566

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 Analysts LLC's SGOV Position: Q2 2026 in Review

Capital Analysts LLC held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Capital Analysts LLC first reported a position in SGOV in Q1 2023 and has held it in 9 quarters since. The position peaked at $431K in Q4 2024. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Capital Analysts LLC held 7 shares of iShares 0-3 Month Treasury Bond ETF worth $1K as of Q2 2026.
Capital Analysts LLC left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1525 holding.
Capital Analysts LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
Capital Analysts LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $431K in Q4 2024.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.