CI
SGOV icon

CPR Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

CPR Investments’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 		$1.3M Sell
12,876
-29,842
-70% -$3M 1% 14
2026
Q1 		$4.3M Buy
42,718
+31,720
+288% +$3.19M 2.87% 11
2025
Q4 		$1.1M Sell
10,998
-174
-2% -$17.5K 0.74% 23
2025
Q3 		$1.13M Buy
11,172
+98
+0.9% +$9.85K 0.77% 25
2025
Q2 		$1.12M Sell
11,074
-6,714
-38% -$675K 0.87% 24
2025
Q1 		$1.79M Buy
17,788
+6,683
+60% +$672K 1.59% 21
2024
Q4 		$1.11M Sell
11,105
-6,818
-38% -$685K 1.01% 19
2024
Q3 		$1.81M Buy
17,923
+8,367
+88% +$841K 1.7% 15
2024
Q2 		$962K Sell
9,556
-15,095
-61% -$1.52M 0.8% 26
2024
Q1 		$2.48M Buy
24,651
+8,718
+55% +$876K 1.89% 16
2023
Q4 		$1.6M Buy
+15,933
New +$1.6M 1.55% 22

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CPR Investments's SGOV Position: Q2 2026 in Review

CPR Investments reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 70% in Q2 2026, selling an estimated $3M and leaving 12,876 shares worth $1.3M. The position accounts for 1% of the portfolio, ranked #14.

CPR Investments first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.3M in Q1 2026. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • CPR Investments held 12,876 shares of iShares 0-3 Month Treasury Bond ETF worth $1.3M as of Q2 2026.
  • CPR Investments sold 29,842 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3M.
  • iShares 0-3 Month Treasury Bond ETF made up 1% of CPR Investments's portfolio in Q2 2026, its #14 holding.
  • CPR Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • CPR Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $4.3M in Q1 2026.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.