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Chapin Davis’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Chapin Davis’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 		– Sell
-2,000
Closed -$201K – 272
2026
Q2 		$201K Buy
+2,000
New +$201K 0.04% 246
2025
Q4 		– Sell
-13,313
Closed -$1.34M – 256
2025
Q3 		$1.34M Buy
+13,313
New +$1.34M 0.33% 67

Other funds holding SGOV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Chapin Davis's SGOV Position: Q3 2026 in Review

Chapin Davis sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026, closing a stake of 2,000 shares — an estimated $201K sold.

Chapin Davis first reported a position in SGOV in Q3 2025 and held it in 2 quarters. The position peaked at $1.34M in Q3 2025. 207 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Chapin Davis reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Chapin Davis sold 2,000 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $201K.
  • Chapin Davis first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and held it in 2 quarters.
  • Chapin Davis's iShares 0-3 Month Treasury Bond ETF position peaked at $1.34M in Q3 2025.
  • 207 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.