Level Four Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.65M Sell
26,293
-884
-3% -$88.9K 0.07% 271
2026
Q1
$2.74M Sell
27,177
-1,172
-4% -$118K 0.09% 254
2025
Q4
$2.85M Buy
28,349
+13,678
+93% +$1.37M 0.09% 239
2025
Q3
$1.48M Buy
14,671
+1,848
+14% +$186K 0.05% 327
2025
Q2
$1.29M Buy
12,823
+5,878
+85% +$591K 0.05% 336
2025
Q1
$699K Buy
6,945
+1,836
+36% +$185K 0.03% 430
2024
Q4
$513K Buy
5,109
+2,874
+129% +$289K 0.02% 488
2024
Q3
$225K Buy
+2,235
New +$225K 0.01% 702

Other funds holding SGOV

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.