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Coquina Private Wealth LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Coquina Private Wealth LLC’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 		$206K Hold
2,049
– – 0.14% 98
2026
Q1 		$206K Buy
+2,049
New +$206K 0.17% 92

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CIM
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Envestnet Asset Management
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CI
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Wealth Enhancement Advisory Services
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FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Coquina Private Wealth LLC's SGOV Position: Q2 2026 in Review

Coquina Private Wealth LLC held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 2,049 shares worth $206K. The position accounts for 0.14% of the portfolio, ranked #98.

Coquina Private Wealth LLC first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Coquina Private Wealth LLC held 2,049 shares of iShares 0-3 Month Treasury Bond ETF worth $206K as of Q2 2026.
  • Coquina Private Wealth LLC left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.14% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #98 holding.
  • Coquina Private Wealth LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.