Commonwealth Equity Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$80.3M Buy
797,816
+14,940
+2% +$1.5M 0.1% 207
2026
Q1
$78.8M Sell
782,876
-40,969
-5% -$4.12M 0.11% 185
2025
Q4
$82.7M Buy
823,845
+95,456
+13% +$9.59M 0.11% 180
2025
Q3
$73.3M Buy
728,389
+3,417
+0.5% +$344K 0.1% 203
2025
Q2
$73M Buy
724,972
+254,166
+54% +$25.6M 0.1% 203
2025
Q1
$47.4M Buy
470,806
+127,053
+37% +$12.8M 0.07% 281
2024
Q4
$34.5M Buy
343,753
+175,794
+105% +$17.7M 0.05% 348
2024
Q3
$16.9M Buy
167,959
+17,070
+11% +$1.72M 0.03% 589
2024
Q2
$15.2M Sell
150,889
-181,001
-55% -$18.2M 0.02% 611
2024
Q1
$33.4M Sell
331,890
-227,146
-41% -$22.8M 0.06% 328
2023
Q4
$56.1M Buy
559,036
+297,397
+114% +$29.9M 0.1% 190
2023
Q3
$26.3M Buy
261,639
+9,393
+4% +$943K 0.05% 321
2023
Q2
$25.4M Buy
252,246
+88,324
+54% +$8.87M 0.05% 340
2023
Q1
$16.5M Buy
163,922
+14,884
+10% +$1.49M 0.03% 463
2022
Q4
$14.9M Buy
149,038
+75,095
+102% +$7.52M 0.04% 475
2022
Q3
$7.41M Buy
73,943
+70,484
+2,038% +$7.06M 0.02% 709
2022
Q2
$346K Sell
3,459
-358
-9% -$35.8K ﹤0.01% 2710
2022
Q1
$381K Buy
+3,817
New +$382K ﹤0.01% 2758
2021
Q2
Sell
-7,186
Closed -$718K 3578
2021
Q1
$718K Buy
+7,186
New +$719K ﹤0.01% 2051

Other funds holding SGOV

Commonwealth Equity Services's SGOV Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.9% in Q2 2026, buying an estimated $1.5M and bringing the position to 797,816 shares worth $80.3M. The position accounts for 0.1% of the portfolio, ranked #207.

Commonwealth Equity Services first reported a position in SGOV in Q1 2021 and has held it in 19 quarters since. The position peaked at $82.7M in Q4 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Commonwealth Equity Services held 797,816 shares of iShares 0-3 Month Treasury Bond ETF worth $80.3M as of Q2 2026.
  • Commonwealth Equity Services bought 14,940 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.5M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.1% of Commonwealth Equity Services's portfolio in Q2 2026, its #207 holding.
  • Commonwealth Equity Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2021 and has held it in 19 quarters since.
  • Commonwealth Equity Services's iShares 0-3 Month Treasury Bond ETF position peaked at $82.7M in Q4 2025.
  • 1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.