VALEN PRIVATE CAPITAL, LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

VALEN PRIVATE CAPITAL, LLC’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	$28.6M	Buy	+283,934	New	+$28.6M	8.84%	3

Other funds holding SGOV

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Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

VALEN PRIVATE CAPITAL, LLC's SGOV Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 283,934 shares worth $28.6M. The stake represents 8.84% of the portfolio and ranks #3 among its holdings.

469 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

VALEN PRIVATE CAPITAL, LLC held 283,934 shares of iShares 0-3 Month Treasury Bond ETF worth $28.6M as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 8.84% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #3 holding.
469 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.