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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
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

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

Navalign LLC's SGOV Position: Q2 2026 in Review

Navalign LLC reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 38% in Q2 2026, selling an estimated $1.07M and leaving 17,602 shares worth $1.77M. The position accounts for 0.41% of the portfolio, ranked #41.

Navalign LLC first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.84M in Q1 2026. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Navalign LLC held 17,602 shares of iShares 0-3 Month Treasury Bond ETF worth $1.77M as of Q2 2026.
  • Navalign LLC sold 10,608 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.07M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.41% of Navalign LLC's portfolio in Q2 2026, its #41 holding.
  • Navalign LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Navalign LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $2.84M in Q1 2026.
  • 864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.