CWS Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

CWS Financial Advisors’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	$288K	Buy	+2,862	New	+$288K	0.06%	136
2024 Q1	–	Sell	-3,031	Closed	-$304K	–	141
2023 Q4	$304K	Buy	+3,031	New	+$304K	0.11%	122

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CWS Financial Advisors's SGOV Position: Q2 2026 in Review

CWS Financial Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,862 shares worth $288K. The stake represents 0.06% of the portfolio and ranks #136 among its holdings. This is a return to the name: CWS Financial Advisors previously reported a position in SGOV as recently as Q4 2023.

CWS Financial Advisors first reported a position in SGOV in Q4 2023 and has held it in 2 quarters since. The position peaked at $304K in Q4 2023. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

CWS Financial Advisors held 2,862 shares of iShares 0-3 Month Treasury Bond ETF worth $288K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new CWS Financial Advisors position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of CWS Financial Advisors's portfolio in Q2 2026, its #136 holding.
CWS Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 2 quarters since.
CWS Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $304K in Q4 2023.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.