Navalign LLC
SGOV icon

Navalign LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Navalign LLC’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
Q3 		$1.29M Sell
12,850
-4,752
-27% -$478K 0.3% 60
2026
Q2 		$1.77M Sell
17,602
-10,608
-38% -$1.07M 0.41% 41
2026
Q1 		$2.84M Buy
28,210
+20,745
+278% +$2.09M 0.72% 21
2025
Q4 		$749K Buy
+7,465
New +$750K 0.18% 80

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CX Institutional
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Perigon Wealth Management
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Hollow Brook Wealth Management
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Navalign LLC's SGOV Position: Q3 2026 in Review

Navalign LLC reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 27% in Q3 2026, selling an estimated $478K and leaving 12,850 shares worth $1.29M. The position accounts for 0.3% of the portfolio, ranked #60.

Navalign LLC first reported a position in SGOV in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.84M in Q1 2026. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Navalign LLC held 12,850 shares of iShares 0-3 Month Treasury Bond ETF worth $1.29M as of Q3 2026.
  • Navalign LLC sold 4,752 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $478K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.3% of Navalign LLC's portfolio in Q3 2026, its #60 holding.
  • Navalign LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Navalign LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $2.84M in Q1 2026.
  • 993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.