ECA
SGOV icon

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

Elevate Capital Advisors’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 		$9.79M Buy
97,239
+85,170
+706% +$8.56M 5.38% 4
2026
Q1 		$1.21M Sell
12,069
-5,382
-31% -$541K 0.79% 38
2025
Q4 		$1.75M Sell
17,451
-15,903
-48% -$1.6M 1.16% 33
2025
Q3 		$3.36M Buy
33,354
+4,471
+15% +$450K 2.34% 16
2025
Q2 		$2.91M Buy
28,883
+8,828
+44% +$887K 2.32% 11
2025
Q1 		$2.02M Buy
20,055
+5,995
+43% +$603K 1.87% 19
2024
Q4 		$1.41M Buy
+14,060
New +$1.41M 1.24% 32

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Elevate Capital Advisors's SGOV Position: Q2 2026 in Review

Elevate Capital Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 706% in Q2 2026, buying an estimated $8.56M and bringing the position to 97,239 shares worth $9.79M. The position accounts for 5.38% of the portfolio, ranked #4.

Elevate Capital Advisors first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Elevate Capital Advisors held 97,239 shares of iShares 0-3 Month Treasury Bond ETF worth $9.79M as of Q2 2026.
  • Elevate Capital Advisors bought 85,170 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.56M.
  • iShares 0-3 Month Treasury Bond ETF made up 5.38% of Elevate Capital Advisors's portfolio in Q2 2026, its #4 holding.
  • Elevate Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.