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

Capital Investment Advisory Services’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	$8.69M	Sell	86,272 -458	-0.5%	-$46K	0.54%	41
2026 Q1	$8.73M	Buy	86,730 +49,195	+131%	+$4.95M	0.64%	34
2025 Q4	$3.77M	Buy	+37,535	New	+$3.77M	0.27%	87
2025 Q3	–	Sell	-18,024	Closed	-$1.81M	–	1131
2025 Q2	$1.81M	Buy	18,024 +7,497	+71%	+$754K	0.15%	153
2025 Q1	$1.06M	Buy	+10,527	New	+$1.06M	0.09%	204
2024 Q2	–	Sell	-15,608	Closed	-$1.57M	–	991
2024 Q1	$1.57M	Sell	15,608 -1,992	-11%	-$200K	0.17%	141
2023 Q4	$1.76M	Sell	17,600 -28,365	-62%	-$2.85M	0.16%	113
2023 Q3	$4.63M	Sell	45,965 -1,885	-4%	-$189K	0.45%	32
2023 Q2	$4.82M	Buy	47,850 +4,360	+10%	+$438K	0.48%	32
2023 Q1	$4.37M	Buy	+43,490	New	+$4.36M	0.52%	34

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Capital Investment Advisory Services's SGOV Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.53% in Q2 2026, selling an estimated $46K and leaving 86,272 shares worth $8.69M. The position accounts for 0.54% of the portfolio, ranked #41.

Capital Investment Advisory Services first reported a position in SGOV in Q1 2023 and has held it in 10 quarters since. The position peaked at $8.73M in Q1 2026. 497 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Capital Investment Advisory Services held 86,272 shares of iShares 0-3 Month Treasury Bond ETF worth $8.69M as of Q2 2026.
Capital Investment Advisory Services sold 458 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $46K.
iShares 0-3 Month Treasury Bond ETF made up 0.54% of Capital Investment Advisory Services's portfolio in Q2 2026, its #41 holding.
Capital Investment Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 10 quarters since.
Capital Investment Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $8.73M in Q1 2026.
497 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.