CFG
SGOV icon

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

Clayton Financial Group’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
-598
Closed -$60.2K – 479
2026
Q1 		$60.2K Hold
598
– – 0.03% 134
2025
Q4 		$60K Hold
598
– – 0.03% 140
2025
Q3 		$60.2K Buy
+598
New +$60.1K 0.04% 95

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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

Clayton Financial Group's SGOV Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 598 shares — an estimated $60.2K sold.

Clayton Financial Group first reported a position in SGOV in Q3 2025 and held it in 3 quarters. The position peaked at $60.2K in Q3 2025. 591 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Clayton Financial Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 598 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $60.2K.
  • Clayton Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $60.2K in Q3 2025.
  • 591 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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