JWCA
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J.W. Cole Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

J.W. Cole 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 		$9.51M Buy
94,444
+17,642
+23% +$1.77M 0.16% 132
2026
Q1 		$7.73M Buy
76,802
+698
+0.9% +$70.2K 0.26% 76
2025
Q4 		$7.6M Sell
76,104
-9,998
-12% -$1M 0.18% 114
2025
Q3 		$8.67M Buy
86,102
+79,713
+1,248% +$8.02M 0.17% 123
2025
Q2 		$643K Sell
6,389
-64,845
-91% -$6.52M 0.01% 828
2025
Q1 		$7.17M Buy
71,234
+17,885
+34% +$1.8M 0.22% 96
2024
Q4 		$5.35M Buy
53,349
+187
+0.4% +$18.8K 0.22% 106
2024
Q3 		$5.35M Buy
53,162
+7,659
+17% +$770K 0.22% 98
2024
Q2 		$4.58M Buy
45,503
+10,476
+30% +$1.05M 0.22% 98
2024
Q1 		$3.53M Buy
35,027
+7,050
+25% +$709K 0.18% 128
2023
Q4 		$2.81M Buy
27,977
+5,847
+26% +$587K 0.16% 139
2023
Q3 		$2.23M Buy
22,130
+11,316
+105% +$1.14M 0.16% 150
2023
Q2 		$1.09M Buy
10,814
+7,239
+202% +$727K 0.08% 254
2023
Q1 		$360K Buy
+3,575
New +$359K 0.03% 544

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

J.W. Cole Advisors's SGOV Position: Q2 2026 in Review

J.W. Cole Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q2 2026, buying an estimated $1.77M and bringing the position to 94,444 shares worth $9.51M. The position accounts for 0.16% of the portfolio, ranked #132.

J.W. Cole Advisors first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • J.W. Cole Advisors held 94,444 shares of iShares 0-3 Month Treasury Bond ETF worth $9.51M as of Q2 2026.
  • J.W. Cole Advisors bought 17,642 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.77M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.16% of J.W. Cole Advisors's portfolio in Q2 2026, its #132 holding.
  • J.W. Cole Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.