Cypress Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cypress Advisory Group’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	$1.34M	Sell	13,266 -200	-1%	-$20.1K	1.03%	30
2026 Q1	$1.36M	Buy	13,466 +9,100	+208%	+$915K	1.03%	30
2025 Q4	$438K	Buy	4,366 +466	+12%	+$46.8K	0.32%	64
2025 Q3	$393K	Buy	+3,900	New	+$392K	0.29%	62

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Cypress Advisory Group's SGOV Position: Q2 2026 in Review

Cypress Advisory Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.5% in Q2 2026, selling an estimated $20.1K and leaving 13,266 shares worth $1.34M. The position accounts for 1.03% of the portfolio, ranked #30.

Cypress Advisory Group first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q1 2026. 295 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Cypress Advisory Group held 13,266 shares of iShares 0-3 Month Treasury Bond ETF worth $1.34M as of Q2 2026.
Cypress Advisory Group sold 200 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $20.1K.
iShares 0-3 Month Treasury Bond ETF made up 1.03% of Cypress Advisory Group's portfolio in Q2 2026, its #30 holding.
Cypress Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
Cypress Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $1.36M in Q1 2026.
295 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.