Level Four Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
Other funds holding SGOV
HCM
CBU
Level Four Advisory Services's SGOV Position: Q1 2026 in Review
Level Four Advisory Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.1% in Q1 2026, selling an estimated $118K and leaving 27,177 shares worth $2.74M. The position accounts for 0.09% of the portfolio, ranked #254.
Level Four Advisory Services first reported a position in SGOV in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.85M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.
- Level Four Advisory Services held 27,177 shares of iShares 0-3 Month Treasury Bond ETF worth $2.74M as of Q1 2026.
- Level Four Advisory Services sold 1,172 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $118K.
- iShares 0-3 Month Treasury Bond ETF made up 0.09% of Level Four Advisory Services's portfolio in Q1 2026, its #254 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 7 quarters since.
- Level Four Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $2.85M in Q4 2025.
- 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.