CI
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
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CX Institutional's SGOV Position: Q2 2026 in Review

CX Institutional increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 61% in Q2 2026, buying an estimated $70.3M and bringing the position to 1,847,279 shares worth $186M. The position accounts for 5.37% of the portfolio, ranked #1.

CX Institutional first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • CX Institutional held 1,847,279 shares of iShares 0-3 Month Treasury Bond ETF worth $186M as of Q2 2026.
  • CX Institutional bought 699,472 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $70.3M.
  • iShares 0-3 Month Treasury Bond ETF made up 5.37% of CX Institutional's portfolio in Q2 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 11 quarters since.
  • 237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.