Clarity Capital Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Clarity Capital Advisors’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	$492K	Buy	4,890 +43	+0.9%	+$4.32K	0.21%	65
2026 Q1	$488K	Buy	4,847 +13	+0.3%	+$1.31K	0.23%	58
2025 Q4	$485K	Hold	4,834	–	–	0.24%	58
2025 Q3	$487K	Hold	4,834	–	–	0.27%	54
2025 Q2	$487K	Buy	+4,834	New	+$486K	0.28%	53

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

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

Clarity Capital Advisors's SGOV Position: Q2 2026 in Review

Clarity Capital Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.89% in Q2 2026, buying an estimated $4.32K and bringing the position to 4,890 shares worth $492K. The position accounts for 0.21% of the portfolio, ranked #65.

Clarity Capital Advisors first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. 625 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Clarity Capital Advisors held 4,890 shares of iShares 0-3 Month Treasury Bond ETF worth $492K as of Q2 2026.
Clarity Capital Advisors bought 43 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.32K.
iShares 0-3 Month Treasury Bond ETF made up 0.21% of Clarity Capital Advisors's portfolio in Q2 2026, its #65 holding.
Clarity Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
625 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.