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

Clearwater 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	–	Sell	-2,642	Closed	-$266K	–	193
2026 Q1	$266K	Sell	2,642 -821	-24%	-$82.5K	0.02%	151
2025 Q4	$348K	Sell	3,463 -1,645	-32%	-$165K	0.03%	136
2025 Q3	$514K	Sell	5,108 -467	-8%	-$47K	0.04%	114
2025 Q2	$561K	Sell	5,575 -455	-8%	-$45.7K	0.05%	100
2025 Q1	$607K	Sell	6,030 -639	-10%	-$64.2K	0.06%	98
2024 Q4	$669K	Buy	6,669 +459	+7%	+$46.1K	0.07%	91
2024 Q3	$625K	Sell	6,210 -1,674	-21%	-$168K	0.06%	93
2024 Q2	$794K	Buy	7,884 +61	+0.8%	+$6.13K	0.08%	77
2024 Q1	$788K	Sell	7,823 -5,143	-40%	-$517K	0.08%	76
2023 Q4	$1.3M	Sell	12,966 -4,848	-27%	-$487K	0.15%	65
2023 Q3	$1.79M	Sell	17,814 -480,124	-96%	-$48.2M	0.22%	50
2023 Q2	$50.1M	Buy	497,938 +23,653	+5%	+$2.37M	5.97%	3
2023 Q1	$47.7M	Buy	+474,285	New	+$47.6M	5.82%	3

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

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

Clearwater Capital Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 2,642 shares — an estimated $266K sold.

Clearwater Capital Advisors first reported a position in SGOV in Q1 2023 and held it in 13 quarters. The position peaked at $50.1M in Q2 2023. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Clearwater Capital Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Clearwater Capital Advisors sold 2,642 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $266K.
Clearwater Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 13 quarters.
Clearwater Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $50.1M in Q2 2023.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.