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Five Oceans Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Five Oceans 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 		$19.4M Sell
193,177
-10,782
-5% -$1.08M 6.25% 4
2026
Q1 		$20.5M Sell
203,959
-10,065
-5% -$1.01M 7.43% 2
2025
Q4 		$21.5M Sell
214,024
-146
-0.1% -$14.7K 7.59% 2
2025
Q3 		$21.6M Buy
214,170
+23,969
+13% +$2.41M 7.94% 2
2025
Q2 		$19.2M Buy
190,201
+1,584
+0.8% +$159K 8.17% 2
2025
Q1 		$19M Buy
188,617
+1,956
+1% +$197K 9.09% 2
2024
Q4 		$18.7M Buy
186,661
+60,780
+48% +$6.11M 8.59% 2
2024
Q3 		$12.7M Buy
125,881
+75,408
+149% +$7.58M 6.07% 2
2024
Q2 		$5.08M Buy
50,473
+9,647
+24% +$970K 2.66% 8
2024
Q1 		$4.11M Buy
40,826
+1,998
+5% +$201K 2.11% 11
2023
Q4 		$3.89M Buy
38,828
+4,540
+13% +$456K 2.18% 10
2023
Q3 		$3.45M Buy
34,288
+21,340
+165% +$2.14M 2.21% 9
2023
Q2 		$1.3M Buy
12,948
+1,558
+14% +$156K 0.84% 26
2023
Q1 		$1.15M Buy
11,390
+3,655
+47% +$367K 0.74% 24
2022
Q4 		$775K Buy
+7,735
New +$775K 0.54% 39

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
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
PR
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

Five Oceans Advisors's SGOV Position: Q2 2026 in Review

Five Oceans Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.3% in Q2 2026, selling an estimated $1.08M and leaving 193,177 shares worth $19.4M. The position accounts for 6.25% of the portfolio, ranked #4.

Five Oceans Advisors first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.6M in Q3 2025. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Five Oceans Advisors held 193,177 shares of iShares 0-3 Month Treasury Bond ETF worth $19.4M as of Q2 2026.
  • Five Oceans Advisors sold 10,782 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.08M.
  • iShares 0-3 Month Treasury Bond ETF made up 6.25% of Five Oceans Advisors's portfolio in Q2 2026, its #4 holding.
  • Five Oceans Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Five Oceans Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $21.6M in Q3 2025.
  • 237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.