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

Elevated 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	$607K	Sell	6,030 -89	-1%	-$8.95K	0.17%	107
2026 Q1	$616K	Sell	6,119 -3,080	-33%	-$310K	0.16%	154
2025 Q4	$923K	Sell	9,199 -141	-2%	-$14.2K	0.22%	118
2025 Q3	$941K	Sell	9,340 -1,244	-12%	-$125K	0.23%	109
2025 Q2	$1.07M	Hold	10,584	–	–	0.3%	86
2025 Q1	$1.07M	Sell	10,584 -3,177	-23%	-$319K	0.3%	86
2024 Q4	$1.38M	Buy	13,761 +425	+3%	+$42.7K	0.38%	57
2024 Q3	$1.34M	Buy	+13,336	New	+$1.34M	0.36%	71
2024 Q2	–	Sell	-3,372	Closed	-$340K	–	245
2024 Q1	$340K	Sell	3,372 -11,550	-77%	-$1.16M	0.1%	154
2023 Q4	$1.5M	Sell	14,922 -738	-5%	-$74.1K	0.47%	73
2023 Q3	$1.58M	Buy	+15,660	New	+$1.57M	0.54%	65

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Elevated Capital Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.5% in Q2 2026, selling an estimated $8.95K and leaving 6,030 shares worth $607K. The position accounts for 0.17% of the portfolio, ranked #107.

Elevated Capital Advisors first reported a position in SGOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.58M in Q3 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Elevated Capital Advisors held 6,030 shares of iShares 0-3 Month Treasury Bond ETF worth $607K as of Q2 2026.
Elevated Capital Advisors sold 89 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.95K.
iShares 0-3 Month Treasury Bond ETF made up 0.17% of Elevated Capital Advisors's portfolio in Q2 2026, its #107 holding.
Elevated Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Elevated Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.58M in Q3 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.