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Cary Street Partners Investment Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cary Street Partners Investment Advisory’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 		$10.2K Buy
+101
New +$10.2K ﹤0.01% 687
2024
Q4 		– Sell
-39,343
Closed -$3.96M – 711
2024
Q3 		$3.96M Buy
39,343
+7,337
+23% +$738K 0.15% 159
2024
Q2 		$3.22M Buy
32,006
+17,132
+115% +$1.72M 0.13% 178
2024
Q1 		$1.5M Buy
14,874
+7,482
+101% +$752K 0.06% 284
2023
Q4 		$741K Buy
7,392
+4,602
+165% +$462K 0.04% 362
2023
Q3 		$281K Buy
+2,790
New +$280K 0.02% 495

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cary Street Partners Investment Advisory's SGOV Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 101 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #687 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in SGOV as recently as Q3 2024.

Cary Street Partners Investment Advisory first reported a position in SGOV in Q3 2023 and has held it in 6 quarters since. The position peaked at $3.96M in Q3 2024. 983 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Cary Street Partners Investment Advisory held 101 shares of iShares 0-3 Month Treasury Bond ETF worth $10.2K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Cary Street Partners Investment Advisory position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #687 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 6 quarters since.
  • Cary Street Partners Investment Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $3.96M in Q3 2024.
  • 983 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.