Concurrent Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Concurrent Investment 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 Q2	$7.66M	Sell	76,122 -94,662	-55%	-$9.52M	0.07%	332
2026 Q1	$17.2M	Buy	170,784 +119,450	+233%	+$12M	0.19%	123
2025 Q4	$5.15M	Sell	51,334 -66,034	-56%	-$6.64M	0.06%	321
2025 Q3	$11.8M	Sell	117,368 -22,639	-16%	-$2.28M	0.2%	103
2025 Q2	$14.1M	Buy	140,007 +30,014	+27%	+$3.02M	0.27%	84
2025 Q1	$11.1M	Buy	109,993 +69,845	+174%	+$7.02M	0.27%	87
2024 Q4	$4.03M	Buy	40,148 +2,581	+7%	+$259K	0.11%	191
2024 Q3	$3.78M	Sell	37,567 -155,350	-81%	-$15.6M	0.11%	192
2024 Q2	$19.4M	Buy	192,917 +21,727	+13%	+$2.18M	0.64%	28
2024 Q1	$17.2M	Buy	171,190 +148,318	+648%	+$14.9M	0.7%	28
2023 Q4	$2.29M	Buy	+22,872	New	+$2.3M	0.11%	203

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concurrent Investment Advisors's SGOV Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 55% in Q2 2026, selling an estimated $9.52M and leaving 76,122 shares worth $7.66M. The position accounts for 0.07% of the portfolio, ranked #332.

Concurrent Investment Advisors first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.4M in Q2 2024. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Concurrent Investment Advisors held 76,122 shares of iShares 0-3 Month Treasury Bond ETF worth $7.66M as of Q2 2026.
Concurrent Investment Advisors sold 94,662 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $9.52M.
iShares 0-3 Month Treasury Bond ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #332 holding.
Concurrent Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $19.4M in Q2 2024.
1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.