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 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Clune & Associates's SGOV Position: Q2 2026 in Review

Clune & Associates reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 34% in Q2 2026, selling an estimated $851K and leaving 16,286 shares worth $1.64M. The position accounts for 0.25% of the portfolio, ranked #63.

Clune & Associates first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.85M in Q4 2025. 295 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Clune & Associates held 16,286 shares of iShares 0-3 Month Treasury Bond ETF worth $1.64M as of Q2 2026.
Clune & Associates sold 8,465 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $851K.
iShares 0-3 Month Treasury Bond ETF made up 0.25% of Clune & Associates's portfolio in Q2 2026, its #63 holding.
Clune & Associates first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's iShares 0-3 Month Treasury Bond ETF position peaked at $3.85M in Q4 2025.
295 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.