Conservest Capital Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Conservest Capital 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	$16.9M	Sell	167,501 -3,810	-2%	-$383K	1.34%	17
2026 Q1	$17.2M	Buy	171,311 +57,425	+50%	+$5.77M	1.56%	16
2025 Q4	$11.4M	Buy	113,886 +68,682	+152%	+$6.9M	1.03%	20
2025 Q3	$4.55M	Buy	+45,204	New	+$4.55M	0.42%	25

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Conservest Capital Advisors's SGOV Position: Q2 2026 in Review

Conservest Capital Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.2% in Q2 2026, selling an estimated $383K and leaving 167,501 shares worth $16.9M. The position accounts for 1.34% of the portfolio, ranked #17.

Conservest Capital Advisors first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.2M in Q1 2026. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Conservest Capital Advisors held 167,501 shares of iShares 0-3 Month Treasury Bond ETF worth $16.9M as of Q2 2026.
Conservest Capital Advisors sold 3,810 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $383K.
iShares 0-3 Month Treasury Bond ETF made up 1.34% of Conservest Capital Advisors's portfolio in Q2 2026, its #17 holding.
Conservest Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
Conservest Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $17.2M in Q1 2026.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.