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

Capital Investment Advisors’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 		$29.7M Buy
294,671
+34,975
+13% +$3.52M 0.39% 68
2026
Q1 		$26.1M Buy
259,696
+55,764
+27% +$5.61M 0.38% 68
2025
Q4 		$20.5M Buy
203,932
+31,066
+18% +$3.12M 0.31% 79
2025
Q3 		$17.4M Buy
172,866
+73,507
+74% +$7.39M 0.29% 80
2025
Q2 		$10M Buy
+99,359
New +$9.99M 0.18% 109

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Capital Investment Advisors's SGOV Position: Q2 2026 in Review

Capital Investment Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q2 2026, buying an estimated $3.52M and bringing the position to 294,671 shares worth $29.7M. The position accounts for 0.39% of the portfolio, ranked #68.

Capital Investment Advisors first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Capital Investment Advisors held 294,671 shares of iShares 0-3 Month Treasury Bond ETF worth $29.7M as of Q2 2026.
  • Capital Investment Advisors bought 34,975 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.52M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.39% of Capital Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Capital Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.