Coppell Advisory Solutions’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
$108K Buy
+24,501
New +$2.46M 0.01% 447
2026
Q1
Sell
-4,525
Closed -$454K 290
2025
Q4
$454K Sell
4,525
-16,498
-78% -$1.66M 0.04% 265
2025
Q3
$2.12M Sell
21,023
-11,836
-36% -$1.19M 0.22% 97
2025
Q2
$3.31M Buy
+32,859
New +$3.3M 0.39% 47
2025
Q1
Sell
-305
Closed -$30.6K 1581
2024
Q4
$30.6K Hold
305
﹤0.01% 734
2024
Q3
$30.7K Hold
305
﹤0.01% 706
2024
Q2
$30.7K Buy
+305
New +$30.7K 0.01% 628
2023
Q4
$118K Buy
+1,179
New +$118K 0.02% 334

Other funds holding SGOV

Coppell Advisory Solutions's SGOV Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 24,501 shares worth $108K. The stake represents 0.01% of the portfolio and ranks #447 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SGOV as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SGOV in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.31M in Q2 2025. 1,306 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Coppell Advisory Solutions held 24,501 shares of iShares 0-3 Month Treasury Bond ETF worth $108K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #447 holding.
  • Coppell Advisory Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • Coppell Advisory Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $3.31M in Q2 2025.
  • 1,306 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.