CL
SGOV icon

COWA LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

COWA LLC’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 		$2.39M Sell
23,734
-27,401
-54% -$2.76M 0.58% 38
2026
Q2 		$5.15M Buy
51,135
+4,842
+10% +$487K 1.29% 18
2026
Q1 		$4.66M Sell
46,293
-3,810
-8% -$383K 1.26% 19
2025
Q4 		$5.04M Buy
50,103
+10,908
+28% +$1.1M 1.53% 19
2025
Q3 		$3.95M Buy
39,195
+5,987
+18% +$602K 1.31% 17
2025
Q2 		$3.34M Buy
33,208
+6,531
+24% +$657K 1.27% 21
2025
Q1 		$2.69M Sell
26,677
-8,284
-24% -$833K 1.15% 27
2024
Q4 		$3.51M Sell
34,961
-3,609
-9% -$363K 1.62% 18
2024
Q3 		$3.88M Sell
38,570
-2,730
-7% -$274K 1.85% 16
2024
Q2 		$4.14M Sell
41,300
-1,997
-5% -$201K 2.21% 12
2024
Q1 		$4.36M Buy
43,297
+2,051
+5% +$206K 2.57% 12
2023
Q4 		$4.14M Buy
41,246
+1,894
+5% +$190K 2.58% 12
2023
Q3 		$3.96M Sell
39,352
-445
-1% -$44.7K 2.67% 12
2023
Q2 		$4M Buy
39,797
+3,203
+9% +$322K 2.64% 12
2023
Q1 		$41.7K Buy
36,594
+32,740
+850% +$3.28M 0.03% 111
2022
Q4 		$386K Sell
3,854
-14,009
-78% -$1.4M 0.24% 78
2022
Q3 		$1.79M Sell
17,863
-118,111
-87% -$11.8M 1.18% 25
2022
Q2 		$13.6M Sell
135,974
-22,936
-14% -$2.29M 7.81% 1
2022
Q1 		$15.9M Buy
+158,910
New +$15.9M 7.89% 1

Other funds holding SGOV

True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
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
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

COWA LLC's SGOV Position: Q3 2026 in Review

COWA LLC reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 54% in Q3 2026, selling an estimated $2.76M and leaving 23,734 shares worth $2.39M. The position accounts for 0.58% of the portfolio, ranked #38.

COWA LLC first reported a position in SGOV in Q1 2022 and has held it in 19 quarters since. The position peaked at $15.9M in Q1 2022. 731 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • COWA LLC held 23,734 shares of iShares 0-3 Month Treasury Bond ETF worth $2.39M as of Q3 2026.
  • COWA LLC sold 27,401 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $2.76M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.58% of COWA LLC's portfolio in Q3 2026, its #38 holding.
  • COWA LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • COWA LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $15.9M in Q1 2022.
  • 731 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.