Capitol Family Office’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Capitol Family Office’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	$244K	Buy	2,426 +138	+6%	+$13.9K	0.26%	24
2026 Q1	$230K	Hold	2,288	–	–	0.27%	25
2025 Q4	$230K	Sell	2,288 -1,000	-30%	-$100K	0.27%	25
2025 Q3	$331K	Sell	3,288 -3	-0.1%	-$302	0.4%	23
2025 Q2	$331K	Buy	3,291 +42	+1%	+$4.22K	0.43%	22
2025 Q1	$327K	Sell	3,249 -271	-8%	-$27.2K	0.46%	22
2024 Q4	$353K	Buy	3,520 +1,500	+74%	+$151K	0.47%	14
2024 Q3	$203K	Buy	+2,020	New	+$203K	0.25%	18
2024 Q1	–	Sell	-4,092	Closed	-$410K	–	16
2023 Q4	$410K	Sell	4,092 -102	-2%	-$10.2K	0.69%	14
2023 Q3	$422K	Buy	4,194 +750	+22%	+$75.3K	0.8%	14
2023 Q2	$347K	Sell	3,444 -176	-5%	-$17.7K	0.79%	11
2023 Q1	$364K	Buy	+3,620	New	+$363K	0.72%	13

Other funds holding SGOV

CIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 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

Capitol Family Office's SGOV Position: Q2 2026 in Review

Capitol Family Office increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6% in Q2 2026, buying an estimated $13.9K and bringing the position to 2,426 shares worth $244K. The position accounts for 0.26% of the portfolio, ranked #24.

Capitol Family Office first reported a position in SGOV in Q1 2023 and has held it in 12 quarters since. The position peaked at $422K in Q3 2023. 756 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Capitol Family Office held 2,426 shares of iShares 0-3 Month Treasury Bond ETF worth $244K as of Q2 2026.
Capitol Family Office bought 138 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $13.9K.
iShares 0-3 Month Treasury Bond ETF made up 0.26% of Capitol Family Office's portfolio in Q2 2026, its #24 holding.
Capitol Family Office first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
Capitol Family Office's iShares 0-3 Month Treasury Bond ETF position peaked at $422K in Q3 2023.
756 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.