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

Maryland Capital 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	$47.8K	Buy	+474	New	+$47.7K	0.02%	140
2025 Q4	$47.3K	Buy	471 +91	+24%	+$9.14K	0.02%	148
2025 Q3	$38.3K	Buy	380 +4	+1%	+$402	0.01%	154
2025 Q2	$37.9K	Buy	376 +3	+0.8%	+$302	0.01%	149
2025 Q1	$37.5K	Buy	373 +3	+0.8%	+$302	0.02%	137
2024 Q4	$37.1K	Buy	370 +6	+2%	+$603	0.02%	143
2024 Q3	$36.7K	Buy	364 +5	+1%	+$503	0.02%	139
2024 Q2	$36.2K	Buy	359 +4	+1%	+$402	0.02%	133
2024 Q1	$35.7K	Buy	+355	New	+$35.7K	0.02%	124

Other funds holding SGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Maryland Capital Advisors's SGOV Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 474 shares worth $47.8K. The stake represents 0.02% of the portfolio and ranks #140 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in SGOV as recently as Q4 2025.

Maryland Capital Advisors first reported a position in SGOV in Q1 2024 and has held it in 9 quarters since. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Maryland Capital Advisors held 474 shares of iShares 0-3 Month Treasury Bond ETF worth $47.8K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Maryland Capital Advisors's portfolio in Q2 2026, its #140 holding.
Maryland Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.