Gradient Capital Advisors
SGOV icon

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

Gradient 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
Q3 		$1.49M Sell
14,794
-360
-2% -$36.2K 0.34% 62
2026
Q2 		$1.53M Buy
15,154
+5,294
+54% +$532K 0.35% 60
2026
Q1 		$993K Buy
9,860
+207
+2% +$20.8K 0.26% 69
2025
Q4 		$969K Buy
+9,653
New +$970K 0.25% 70

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Cambridge Investment Research Advisors
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Gradient Capital Advisors's SGOV Position: Q3 2026 in Review

Gradient Capital Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.4% in Q3 2026, selling an estimated $36.2K and leaving 14,794 shares worth $1.49M. The position accounts for 0.34% of the portfolio, ranked #62.

Gradient Capital Advisors first reported a position in SGOV in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.53M in Q2 2026. 958 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Gradient Capital Advisors held 14,794 shares of iShares 0-3 Month Treasury Bond ETF worth $1.49M as of Q3 2026.
  • Gradient Capital Advisors sold 360 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $36.2K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.34% of Gradient Capital Advisors's portfolio in Q3 2026, its #62 holding.
  • Gradient Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Gradient Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.53M in Q2 2026.
  • 958 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.