Five Oceans Advisors
SGOV icon

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
Q3 		$17.3M Sell
172,013
-21,164
-11% -$2.13M 6.61% 5
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

True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Peavine Capital
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Five Oceans Advisors's SGOV Position: Q3 2026 in Review

Five Oceans Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q3 2026, selling an estimated $2.13M and leaving 172,013 shares worth $17.3M. The position accounts for 6.61% of the portfolio, ranked #5.

Five Oceans Advisors first reported a position in SGOV in Q4 2022 and has held it in 16 quarters since. The position peaked at $21.6M in Q3 2025. 569 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Five Oceans Advisors held 172,013 shares of iShares 0-3 Month Treasury Bond ETF worth $17.3M as of Q3 2026.
  • Five Oceans Advisors sold 21,164 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $2.13M.
  • iShares 0-3 Month Treasury Bond ETF made up 6.61% of Five Oceans Advisors's portfolio in Q3 2026, its #5 holding.
  • Five Oceans Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Five Oceans Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $21.6M in Q3 2025.
  • 569 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Five Oceans Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.