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

CoreCap 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 		$2.45M Buy
24,327
+4,145
+21% +$417K 0.07% 222
2026
Q1 		$2.03M Buy
20,182
+5,372
+36% +$540K 0.07% 234
2025
Q4 		$1.49M Buy
14,810
+2,374
+19% +$239K 0.05% 300
2025
Q3 		$1.25M Buy
12,436
+212
+2% +$21.3K 0.05% 323
2025
Q2 		$1.23M Buy
12,224
+1,373
+13% +$138K 0.05% 310
2025
Q1 		$1.09M Buy
10,851
+983
+10% +$98.8K 0.05% 310
2024
Q4 		$990K Buy
9,868
+620
+7% +$62.3K 0.05% 333
2024
Q3 		$931K Sell
9,248
-109
-1% -$11K 0.04% 334
2024
Q2 		$942K Buy
9,357
+390
+4% +$39.2K 0.1% 166
2024
Q1 		$903K Buy
+8,967
New +$901K 0.05% 304
2022
Q4 		$7.21K Buy
+72
New +$7.21K ﹤0.01% 1646
2022
Q1 		– Sell
-59
Closed -$6K – 1810
2021
Q4 		$6K Buy
+59
New +$5.9K ﹤0.01% 1716

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

CoreCap Advisors's SGOV Position: Q2 2026 in Review

CoreCap Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 21% in Q2 2026, buying an estimated $417K and bringing the position to 24,327 shares worth $2.45M. The position accounts for 0.07% of the portfolio, ranked #222.

CoreCap Advisors first reported a position in SGOV in Q4 2021 and has held it in 12 quarters since. 245 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • CoreCap Advisors held 24,327 shares of iShares 0-3 Month Treasury Bond ETF worth $2.45M as of Q2 2026.
  • CoreCap Advisors bought 4,145 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $417K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.07% of CoreCap Advisors's portfolio in Q2 2026, its #222 holding.
  • CoreCap Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2021 and has held it in 12 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.