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Cardinal Point Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cardinal Point Capital Management’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 		$370K Sell
3,672
-651
-15% -$65.5K 0.02% 215
2026
Q1 		$435K Buy
+4,323
New +$435K 0.03% 185
2024
Q4 		– Sell
-4,540
Closed -$457K – 91
2024
Q3 		$457K Hold
4,540
– – 0.08% 56
2024
Q2 		$457K Buy
+4,540
New +$456K 0.08% 55

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Cardinal Point Capital Management's SGOV Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q2 2026, selling an estimated $65.5K and leaving 3,672 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #215.

Cardinal Point Capital Management first reported a position in SGOV in Q2 2024 and has held it in 4 quarters since. The position peaked at $457K in Q3 2024. 299 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Cardinal Point Capital Management held 3,672 shares of iShares 0-3 Month Treasury Bond ETF worth $370K as of Q2 2026.
  • Cardinal Point Capital Management sold 651 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $65.5K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #215 holding.
  • Cardinal Point Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • Cardinal Point Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $457K in Q3 2024.
  • 299 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.