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Gladstone Institutional Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Gladstone Institutional Advisory’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 		$1.22M Sell
12,109
-208
-2% -$20.9K 0.04% 379
2026
Q1 		$1.24M Buy
12,317
+6,306
+105% +$634K 0.05% 339
2025
Q4 		$603K Buy
6,011
+708
+13% +$71.2K 0.02% 458
2025
Q3 		$534K Buy
5,303
+766
+17% +$77K 0.02% 501
2025
Q2 		$457K Sell
4,537
-815
-15% -$81.9K 0.02% 518
2025
Q1 		$539K Sell
5,352
-519
-9% -$52.2K 0.03% 448
2024
Q4 		$589K Sell
5,871
-798
-12% -$80.2K 0.03% 432
2024
Q3 		$672K Buy
6,669
+326
+5% +$32.8K 0.03% 384
2024
Q2 		$639K Buy
6,343
+1,640
+35% +$165K 0.03% 374
2024
Q1 		$474K Sell
4,703
-35
-0.7% -$3.52K 0.03% 423
2023
Q4 		$475K Sell
4,738
-2,620
-36% -$263K 0.03% 428
2023
Q3 		$741K Buy
7,358
+1,368
+23% +$137K 0.05% 316
2023
Q2 		$603K Sell
5,990
-502
-8% -$50.4K 0.04% 369
2023
Q1 		$653K Sell
6,492
-3,653
-36% -$366K 0.04% 356
2022
Q4 		$1.02M Buy
10,145
+1
+0% +$100 0.07% 269
2022
Q3 		$1.02M Buy
+10,144
New +$1.02M 0.08% 264

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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Gladstone Institutional Advisory's SGOV Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.7% in Q2 2026, selling an estimated $20.9K and leaving 12,109 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #379.

Gladstone Institutional Advisory first reported a position in SGOV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.24M in Q1 2026. 471 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Gladstone Institutional Advisory held 12,109 shares of iShares 0-3 Month Treasury Bond ETF worth $1.22M as of Q2 2026.
  • Gladstone Institutional Advisory sold 208 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $20.9K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #379 holding.
  • Gladstone Institutional Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Gladstone Institutional Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $1.24M in Q1 2026.
  • 471 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.