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SGOV icon

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

Guidance Capital’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 		$1.58M Buy
15,688
+721
+5% +$72.5K 0.34% 63
2026
Q1 		$1.5M Sell
14,967
-31
-0.2% -$3.12K 0.34% 68
2025
Q4 		$1.51M Buy
14,998
+287
+2% +$28.8K 0.37% 56
2025
Q3 		$1.48M Sell
14,711
-1,170
-7% -$118K 0.39% 50
2025
Q2 		$1.59M Sell
15,881
-8,236
-34% -$828K 0.45% 39
2025
Q1 		$2.42M Buy
24,117
+77
+0.3% +$7.74K 0.74% 24
2024
Q4 		$2.42M Buy
24,040
+332
+1% +$33.4K 0.74% 20
2024
Q3 		$2.38M Sell
23,708
-2,730
-10% -$274K 0.75% 23
2024
Q2 		$2.66M Buy
26,438
+8,160
+45% +$820K 0.87% 22
2024
Q1 		$1.84M Buy
18,278
+2,318
+15% +$233K 0.68% 24
2023
Q4 		$1.6M Buy
15,960
+964
+6% +$96.8K 0.64% 24
2023
Q3 		$1.5M Buy
14,996
+697
+5% +$70K 0.67% 23
2023
Q2 		$1.44M Buy
+14,299
New +$1.44M 0.62% 30

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
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

Guidance Capital's SGOV Position: Q2 2026 in Review

Guidance Capital increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.8% in Q2 2026, buying an estimated $72.5K and bringing the position to 15,688 shares worth $1.58M. The position accounts for 0.34% of the portfolio, ranked #63.

Guidance Capital first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.66M in Q2 2024. 279 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Guidance Capital held 15,688 shares of iShares 0-3 Month Treasury Bond ETF worth $1.58M as of Q2 2026.
  • Guidance Capital bought 721 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $72.5K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.34% of Guidance Capital's portfolio in Q2 2026, its #63 holding.
  • Guidance Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Guidance Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $2.66M in Q2 2024.
  • 279 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.