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Narwhal Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Narwhal Capital Management’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 		– Sell
-3,250
Closed -$327K – 173
2026
Q1 		$327K Buy
3,250
+23
+0.7% +$2.31K 0.02% 143
2025
Q4 		$324K Buy
3,227
+239
+8% +$24K 0.02% 141
2025
Q3 		$301K Buy
+2,988
New +$300K 0.02% 145

Other funds holding SGOV

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wealthfront Advisers
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
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Narwhal Capital Management's SGOV Position: Q2 2026 in Review

Narwhal Capital Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 3,250 shares — an estimated $327K sold.

Narwhal Capital Management first reported a position in SGOV in Q3 2025 and held it in 3 quarters. The position peaked at $327K in Q1 2026. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Narwhal Capital Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Narwhal Capital Management sold 3,250 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $327K.
  • Narwhal Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and held it in 3 quarters.
  • Narwhal Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $327K in Q1 2026.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.