CX Institutional
SGOV icon

CX Institutional’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

CX Institutional’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 		$195M Buy
1,933,047
+85,768
+5% +$8.62M 5.27% 1
2026
Q2 		$186M Buy
1,847,279
+699,472
+61% +$70.3M 5.37% 1
2026
Q1 		$116M Sell
1,147,807
-134,092
-10% -$13.5M 3.52% 1
2025
Q4 		$129M Sell
1,281,899
-145,234
-10% -$14.6M 3.84% 1
2025
Q3 		$144M Sell
1,427,133
-118,655
-8% -$11.9M 4.36% 1
2025
Q2 		$156M Buy
1,545,788
+1,103,475
+249% +$111M 5.43% 1
2025
Q1 		$44.5M Sell
442,313
-280,352
-39% -$28.2M 1.68% 14
2024
Q4 		$72.5M Buy
722,665
+121,900
+20% +$12.2M 2.88% 2
2024
Q3 		$60.5M Buy
600,765
+386,713
+181% +$38.9M 2.69% 1
2024
Q2 		$21.6M Sell
214,052
-81,077
-27% -$8.15M 1.01% 23
2024
Q1 		$29.7M Sell
295,129
-100,738
-25% -$10.1M 1.43% 15
2023
Q4 		$39.7M Buy
+395,867
New +$39.8M 2.12% 2

Other funds holding SGOV

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
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
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

CX Institutional's SGOV Position: Q3 2026 in Review

CX Institutional increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.6% in Q3 2026, buying an estimated $8.62M and bringing the position to 1,933,047 shares worth $195M. The position accounts for 5.27% of the portfolio, ranked #1.

CX Institutional first reported a position in SGOV in Q4 2023 and has held it in 12 quarters since. 371 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • CX Institutional held 1,933,047 shares of iShares 0-3 Month Treasury Bond ETF worth $195M as of Q3 2026.
  • CX Institutional bought 85,768 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $8.62M.
  • iShares 0-3 Month Treasury Bond ETF made up 5.27% of CX Institutional's portfolio in Q3 2026, its #1 holding.
  • CX Institutional first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 371 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.