Coppell Advisory Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Coppell Advisory Solutions’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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Coppell Advisory Solutions's SGOV Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 4,525 shares — an estimated $454K sold.

Coppell Advisory Solutions first reported a position in SGOV in Q4 2023 and held it in 7 quarters. The position peaked at $3.31M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Coppell Advisory Solutions reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 4,525 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $454K.
Coppell Advisory Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 7 quarters.
Coppell Advisory Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $3.31M in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.