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

Capital Performance 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 Q3	$872K	Buy	+8,660	New	+$871K	0.05%	125

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Capital Performance Advisors's SGOV Position: Q3 2026 in Review

Capital Performance Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 8,660 shares worth $872K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings.

1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Capital Performance Advisors held 8,660 shares of iShares 0-3 Month Treasury Bond ETF worth $872K as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Capital Performance Advisors position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.05% of Capital Performance Advisors's portfolio in Q3 2026, its #125 holding.
1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Capital Performance Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.