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

Clarity Financial’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	$651K	Sell	6,468 -219	-3%	-$22K	0.06%	68
2026 Q1	$673K	Buy	6,687 +1,473	+28%	+$148K	0.07%	61
2025 Q4	$523K	Sell	5,214 -3,833	-42%	-$385K	0.05%	65
2025 Q3	$911K	Sell	9,047 -40,628	-82%	-$4.09M	0.09%	57
2025 Q2	$5M	Sell	49,675 -3,573	-7%	-$359K	0.54%	38
2025 Q1	$5.36M	Hold	53,248	–	–	0.62%	39
2024 Q4	$5.34M	Buy	53,248 +35,265	+196%	+$3.54M	0.64%	39
2024 Q3	$1.81M	Buy	+17,983	New	+$1.81M	0.21%	52

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

KAS

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

CVM

Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

Clarity Financial's SGOV Position: Q2 2026 in Review

Clarity Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.3% in Q2 2026, selling an estimated $22K and leaving 6,468 shares worth $651K. The position accounts for 0.06% of the portfolio, ranked #68.

Clarity Financial first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.36M in Q1 2025. 799 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Clarity Financial held 6,468 shares of iShares 0-3 Month Treasury Bond ETF worth $651K as of Q2 2026.
Clarity Financial sold 219 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $22K.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of Clarity Financial's portfolio in Q2 2026, its #68 holding.
Clarity Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Clarity Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $5.36M in Q1 2025.
799 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.