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Castle Rock Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Castle Rock Wealth 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
Q3 		$22.4M Buy
222,619
+143,774
+182% +$14.5M 4.21% 2
2026
Q2 		$7.92M Sell
78,845
-11,098
-12% -$1.12M 1.55% 11
2026
Q1 		$9.03M Buy
89,943
+2,292
+3% +$230K 1.96% 8
2025
Q4 		$8.8M Sell
87,651
-12,117
-12% -$1.22M 1.9% 9
2025
Q3 		$10M Sell
99,768
-18,226
-15% -$1.83M 2.21% 7
2025
Q2 		$11.9M Buy
117,994
+30,442
+35% +$3.06M 2.77% 7
2025
Q1 		$8.79M Sell
87,552
-3,474
-4% -$349K 2.37% 9
2024
Q4 		$9.15M Sell
91,026
-8,820
-9% -$886K 2.18% 8
2024
Q3 		$10M Buy
99,846
+32,100
+47% +$3.23M 2.39% 7
2024
Q2 		$6.8M Sell
67,746
-8,835
-12% -$888K 1.7% 13
2024
Q1 		$7.68M Sell
76,581
-39,485
-34% -$3.97M 2.1% 9
2023
Q4 		$11.6M Buy
116,066
+15,413
+15% +$1.55M 3.53% 4
2023
Q3 		$10.1M Buy
100,653
+8,143
+9% +$818K 3.39% 6
2023
Q2 		$9.28M Buy
92,510
+73,335
+382% +$7.36M 3.17% 6
2023
Q1 		$1.92M Buy
+19,175
New +$1.92M 0.69% 23

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Castle Rock Wealth Management's SGOV Position: Q3 2026 in Review

Castle Rock Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 182% in Q3 2026, buying an estimated $14.5M and bringing the position to 222,619 shares worth $22.4M. The position accounts for 4.21% of the portfolio, ranked #2.

Castle Rock Wealth Management first reported a position in SGOV in Q1 2023 and has held it in 15 quarters since. 70 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Castle Rock Wealth Management held 222,619 shares of iShares 0-3 Month Treasury Bond ETF worth $22.4M as of Q3 2026.
  • Castle Rock Wealth Management bought 143,774 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $14.5M.
  • iShares 0-3 Month Treasury Bond ETF made up 4.21% of Castle Rock Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Castle Rock Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.