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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Analysts LLC's SGOV Position: Q1 2026 in Review

Capital Analysts LLC opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 7 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1524 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in SGOV as recently as Q2 2025.

Capital Analysts LLC first reported a position in SGOV in Q1 2023 and has held it in 8 quarters since. The position peaked at $431K in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Capital Analysts LLC held 7 shares of iShares 0-3 Month Treasury Bond ETF worth $1K as of Q1 2026.
iShares 0-3 Month Treasury Bond ETF was a new Capital Analysts LLC position in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1524 holding.
Capital Analysts LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 8 quarters since.
Capital Analysts LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $431K in Q4 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.