Level Four Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
Other funds holding SGOV
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Level Four Advisory Services's SGOV Position: Q2 2026 in Review
Level Four Advisory Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.3% in Q2 2026, selling an estimated $88.9K and leaving 26,293 shares worth $2.65M. The position accounts for 0.07% of the portfolio, ranked #271.
Level Four Advisory Services first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.85M in Q4 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.
- Level Four Advisory Services held 26,293 shares of iShares 0-3 Month Treasury Bond ETF worth $2.65M as of Q2 2026.
- Level Four Advisory Services sold 884 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $88.9K.
- iShares 0-3 Month Treasury Bond ETF made up 0.07% of Level Four Advisory Services's portfolio in Q2 2026, its #271 holding.
- Level Four Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
- Level Four Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $2.85M in Q4 2025.
- 1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.