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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearwater Capital Advisors's SGOV Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 24% in Q1 2026, selling an estimated $82.5K and leaving 2,642 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #151.

Clearwater Capital Advisors first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $50.1M in Q2 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Clearwater Capital Advisors held 2,642 shares of iShares 0-3 Month Treasury Bond ETF worth $266K as of Q1 2026.
Clearwater Capital Advisors sold 821 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $82.5K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q1 2026, its #151 holding.
Clearwater Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Clearwater Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $50.1M in Q2 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.