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

Cypress Capital’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	$36.4M	Sell	361,428 -6,847	-2%	-$688K	9.84%	2
2026 Q1	$37.1M	Buy	368,275 +294,231	+397%	+$29.6M	10.55%	2
2025 Q4	$7.43M	Buy	74,044 +2,350	+3%	+$236K	2.08%	12
2025 Q3	$7.22M	Buy	71,694 +1,890	+3%	+$190K	2.07%	12
2025 Q2	$7.03M	Sell	69,804 -7,634	-10%	-$767K	2.04%	11
2025 Q1	$7.8M	Sell	77,438 -4,972	-6%	-$500K	2.25%	10
2024 Q4	$8.27M	Sell	82,410 -19,999	-20%	-$2.01M	2.36%	10
2024 Q3	$10.3M	Buy	102,409 +1,966	+2%	+$198K	2.66%	10
2024 Q2	$10.1M	Sell	100,443 -15,057	-13%	-$1.51M	2.54%	10
2024 Q1	$11.6M	Sell	115,500 -1,435	-1%	-$144K	3.18%	8
2023 Q4	$11.7M	Buy	116,935 +1,331	+1%	+$134K	3.34%	8
2023 Q3	$11.6M	Sell	115,604 -25,739	-18%	-$2.59M	3.41%	7
2023 Q2	$14.2M	Buy	141,343 +13,816	+11%	+$1.39M	4.09%	7
2023 Q1	$12.8M	Buy	127,527 +4	+0%	+$401	4.01%	7
2022 Q4	$12.8M	Buy	+127,523	New	+$12.8M	4%	7

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

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

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Cypress Capital's SGOV Position: Q2 2026 in Review

Cypress Capital reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.9% in Q2 2026, selling an estimated $688K and leaving 361,428 shares worth $36.4M. The position accounts for 9.84% of the portfolio, ranked #2.

Cypress Capital first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $37.1M in Q1 2026. 245 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Cypress Capital held 361,428 shares of iShares 0-3 Month Treasury Bond ETF worth $36.4M as of Q2 2026.
Cypress Capital sold 6,847 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $688K.
iShares 0-3 Month Treasury Bond ETF made up 9.84% of Cypress Capital's portfolio in Q2 2026, its #2 holding.
Cypress Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Cypress Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $37.1M in Q1 2026.
245 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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