Commonwealth Financial Services
SGOV icon

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

Commonwealth Financial Services’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 		$5.77M Sell
57,345
-4,777
-8% -$480K 1.03% 20
2026
Q2 		$6.25M Buy
62,122
+40,342
+185% +$4.06M 0.84% 26
2026
Q1 		$2.19M Buy
21,780
+10,997
+102% +$1.11M 0.35% 52
2025
Q4 		$1.08M Sell
10,783
-5,478
-34% -$551K 0.18% 77
2025
Q3 		$1.64M Buy
16,261
+7,803
+92% +$785K 0.28% 59
2025
Q2 		$852K Sell
8,458
-10,096
-54% -$1.01M 0.16% 79
2025
Q1 		$1.87M Sell
18,554
-2,914
-14% -$293K 0.38% 52
2024
Q4 		$2.15M Sell
21,468
-47,990
-69% -$4.82M 0.42% 47
2024
Q3 		$6.97M Buy
69,458
+48,220
+227% +$4.85M 1.38% 23
2024
Q2 		$2.13M Buy
+21,238
New +$2.13M 0.44% 42

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Financial Services's SGOV Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.7% in Q3 2026, selling an estimated $480K and leaving 57,345 shares worth $5.77M. The position accounts for 1.03% of the portfolio, ranked #20.

Commonwealth Financial Services first reported a position in SGOV in Q2 2024 and has held it in 10 quarters since. The position peaked at $6.97M in Q3 2024. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Commonwealth Financial Services held 57,345 shares of iShares 0-3 Month Treasury Bond ETF worth $5.77M as of Q3 2026.
  • Commonwealth Financial Services sold 4,777 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $480K.
  • iShares 0-3 Month Treasury Bond ETF made up 1.03% of Commonwealth Financial Services's portfolio in Q3 2026, its #20 holding.
  • Commonwealth Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • Commonwealth Financial Services's iShares 0-3 Month Treasury Bond ETF position peaked at $6.97M in Q3 2024.
  • 993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.