Courier Capital’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Courier Capital’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	$11.3M	Sell	111,804 -14,691	-12%	-$1.48M	0.56%	39
2026 Q1	$12.7M	Buy	126,495 +20,224	+19%	+$2.03M	0.71%	32
2025 Q4	$10.7M	Buy	106,271 +34,620	+48%	+$3.48M	0.6%	39
2025 Q3	$7.22M	Sell	71,651 -28,408	-28%	-$2.86M	0.41%	58
2025 Q2	$10.1M	Buy	100,059 +18,758	+23%	+$1.89M	0.61%	36
2025 Q1	$8.18M	Buy	81,301 +41,967	+107%	+$4.22M	0.54%	43
2024 Q4	$3.95M	Buy	+39,334	New	+$3.95M	0.27%	92

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Courier Capital's SGOV Position: Q2 2026 in Review

Courier Capital reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q2 2026, selling an estimated $1.48M and leaving 111,804 shares worth $11.3M. The position accounts for 0.56% of the portfolio, ranked #39.

Courier Capital first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7M in Q1 2026. 603 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Courier Capital held 111,804 shares of iShares 0-3 Month Treasury Bond ETF worth $11.3M as of Q2 2026.
Courier Capital sold 14,691 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.48M.
iShares 0-3 Month Treasury Bond ETF made up 0.56% of Courier Capital's portfolio in Q2 2026, its #39 holding.
Courier Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Courier Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $12.7M in Q1 2026.
603 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.