CoreCap Advisors
SGOV icon

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
Q3 		$2.27M Sell
22,576
-1,751
-7% -$176K 0.07% 239
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Peavine Capital
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return

CoreCap Advisors's SGOV Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.2% in Q3 2026, selling an estimated $176K and leaving 22,576 shares worth $2.27M. The position accounts for 0.07% of the portfolio, ranked #239.

CoreCap Advisors first reported a position in SGOV in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.45M in Q2 2026. 371 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • CoreCap Advisors held 22,576 shares of iShares 0-3 Month Treasury Bond ETF worth $2.27M as of Q3 2026.
  • CoreCap Advisors sold 1,751 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $176K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.07% of CoreCap Advisors's portfolio in Q3 2026, its #239 holding.
  • CoreCap Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.45M in Q2 2026.
  • 371 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.