Cornerstone Advisors Asset Management’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
$24.2M Buy
240,518
+21,115
+10% +$2.12M 3.17% 9
2026
Q1
$22.1M Buy
219,403
+30,154
+16% +$3.03M 3.41% 8
2025
Q4
$19M Buy
189,249
+19,481
+11% +$1.96M 3.08% 9
2025
Q3
$17.1M Sell
169,768
-10,100,703
-98% -$1.02B 2.99% 9
2025
Q2
$16.4M Buy
10,270,471
+10,119,433
+6,700% +$1.02B 3.16% 9
2025
Q1
$15.2M Buy
151,038
+9,127
+6% +$917K 3.11% 9
2024
Q4
$14.2M Buy
141,911
+6,630
+5% +$666K 3.08% 9
2024
Q3
$13.6M Buy
+135,281
New +$13.6M 3.01% 9

Other funds holding SGOV

Cornerstone Advisors Asset Management's SGOV Position: Q2 2026 in Review

Cornerstone Advisors Asset Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.6% in Q2 2026, buying an estimated $2.12M and bringing the position to 240,518 shares worth $24.2M. The position accounts for 3.17% of the portfolio, ranked #9.

Cornerstone Advisors Asset Management first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. 1,303 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Cornerstone Advisors Asset Management held 240,518 shares of iShares 0-3 Month Treasury Bond ETF worth $24.2M as of Q2 2026.
  • Cornerstone Advisors Asset Management bought 21,115 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.12M.
  • iShares 0-3 Month Treasury Bond ETF made up 3.17% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #9 holding.
  • Cornerstone Advisors Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,303 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.