Clark Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Clark Asset 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 Q2	–	Sell	-3,714	Closed	-$374K	–	299
2026 Q1	$374K	Buy	+3,714	New	+$373K	0.04%	154
2023 Q3	–	Sell	-2,915	Closed	-$293K	–	80
2023 Q2	$293K	Buy	+2,915	New	+$293K	0.14%	58

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clark Asset Management's SGOV Position: Q2 2026 in Review

Clark Asset Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 3,714 shares — an estimated $374K sold.

Clark Asset Management first reported a position in SGOV in Q2 2023 and held it in 2 quarters. The position peaked at $374K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Clark Asset Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Clark Asset Management sold 3,714 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $374K.
Clark Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 2 quarters.
Clark Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $374K in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.