CFS Investment Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

CFS Investment Advisory Services’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	$21.7M	Buy	216,009 +989	+0.5%	+$99.4K	1.45%	14
2026 Q1	$21.6M	Buy	215,020 +17,390	+9%	+$1.75M	1.49%	12
2025 Q4	$19.8M	Sell	197,630 -19,755	-9%	-$1.99M	1.45%	14
2025 Q3	$21.9M	Buy	217,385 +119,407	+122%	+$12M	1.62%	9
2025 Q2	$9.87M	Buy	97,978 +2,960	+3%	+$298K	0.81%	29
2025 Q1	$9.56M	Sell	95,018 -1,195	-1%	-$120K	0.85%	28
2024 Q4	$9.65M	Buy	+96,213	New	+$9.66M	0.87%	27

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 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

CFS Investment Advisory Services's SGOV Position: Q2 2026 in Review

CFS Investment Advisory Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.46% in Q2 2026, buying an estimated $99.4K and bringing the position to 216,009 shares worth $21.7M. The position accounts for 1.45% of the portfolio, ranked #14.

CFS Investment Advisory Services first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.9M in Q3 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

CFS Investment Advisory Services held 216,009 shares of iShares 0-3 Month Treasury Bond ETF worth $21.7M as of Q2 2026.
CFS Investment Advisory Services bought 989 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $99.4K.
iShares 0-3 Month Treasury Bond ETF made up 1.45% of CFS Investment Advisory Services's portfolio in Q2 2026, its #14 holding.
CFS Investment Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
CFS Investment Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $21.9M in Q3 2025.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.