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SGOV icon

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

Cyr Financial’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 		$419K Buy
4,165
+1,407
+51% +$141K 0.22% 45
2026
Q1 		$278K Buy
+2,758
New +$277K 0.16% 51

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 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

Cyr Financial's SGOV Position: Q2 2026 in Review

Cyr Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 51% in Q2 2026, buying an estimated $141K and bringing the position to 4,165 shares worth $419K. The position accounts for 0.22% of the portfolio, ranked #45.

Cyr Financial first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Cyr Financial held 4,165 shares of iShares 0-3 Month Treasury Bond ETF worth $419K as of Q2 2026.
  • Cyr Financial bought 1,407 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $141K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.22% of Cyr Financial's portfolio in Q2 2026, its #45 holding.
  • Cyr Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cyr Financial's 13F filing for Q2 2026, filed 20 Jul 2026.