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

Cove Private Wealth’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	$4.81M	Buy	47,750 +1,150	+2%	+$116K	0.93%	23
2026 Q1	$4.69M	Buy	46,600 +2,000	+4%	+$201K	1.07%	14
2025 Q4	$4.48M	Sell	44,600 -8,100	-15%	-$814K	1.33%	13
2025 Q3	$5.31M	Sell	52,700 -1,750	-3%	-$176K	1.68%	9
2025 Q2	$5.48M	Sell	54,450 -2,000	-4%	-$201K	1.93%	9
2025 Q1	$5.68M	Buy	56,450 +35,700	+172%	+$3.59M	2.99%	6
2024 Q4	$2.08M	Buy	+20,750	New	+$2.08M	1.25%	20

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

Cove Private Wealth's SGOV Position: Q2 2026 in Review

Cove Private Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.5% in Q2 2026, buying an estimated $116K and bringing the position to 47,750 shares worth $4.81M. The position accounts for 0.93% of the portfolio, ranked #23.

Cove Private Wealth first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.68M in Q1 2025. 625 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Cove Private Wealth held 47,750 shares of iShares 0-3 Month Treasury Bond ETF worth $4.81M as of Q2 2026.
Cove Private Wealth bought 1,150 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $116K.
iShares 0-3 Month Treasury Bond ETF made up 0.93% of Cove Private Wealth's portfolio in Q2 2026, its #23 holding.
Cove Private Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cove Private Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $5.68M in Q1 2025.
625 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.