Clune & Associates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Clune & Associates’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 Q3	$1.44M	Sell	14,261 -2,025	-12%	-$204K	0.22%	69
2026 Q2	$1.64M	Sell	16,286 -8,465	-34%	-$851K	0.25%	63
2026 Q1	$2.49M	Sell	24,751 -13,645	-36%	-$1.37M	0.47%	54
2025 Q4	$3.85M	Buy	38,396 +1,165	+3%	+$117K	0.83%	39
2025 Q3	$3.75M	Buy	37,231 +3,620	+11%	+$364K	0.94%	34
2025 Q2	$3.38M	Buy	33,611 +11,654	+53%	+$1.17M	0.93%	33
2025 Q1	$2.21M	Sell	21,957 -1,604	-7%	-$161K	0.68%	46
2024 Q4	$2.36M	Buy	+23,561	New	+$2.37M	0.78%	38

Other funds holding SGOV

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Clune & Associates's SGOV Position: Q3 2026 in Review

Clune & Associates reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q3 2026, selling an estimated $204K and leaving 14,261 shares worth $1.44M. The position accounts for 0.22% of the portfolio, ranked #69.

Clune & Associates first reported a position in SGOV in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.85M in Q4 2025. 670 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Clune & Associates held 14,261 shares of iShares 0-3 Month Treasury Bond ETF worth $1.44M as of Q3 2026.
Clune & Associates sold 2,025 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $204K.
iShares 0-3 Month Treasury Bond ETF made up 0.22% of Clune & Associates's portfolio in Q3 2026, its #69 holding.
Clune & Associates first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares 0-3 Month Treasury Bond ETF position peaked at $3.85M in Q4 2025.
670 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.