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

North Capital’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	$201K	Hold	2,000	–	–	0.15%	100
2026 Q1	$201K	Hold	2,000	–	–	0.17%	92
2025 Q4	$201K	Sell	2,000 -1	-0%	-$100	0.17%	87
2025 Q3	$202K	Buy	2,001 +1	+0.1%	+$101	0.16%	81
2025 Q2	$201K	Hold	2,000	–	–	0.17%	74
2025 Q1	$201K	Buy	+2,000	New	+$201K	0.19%	74

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

North Capital's SGOV Position: Q2 2026 in Review

North Capital held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 2,000 shares worth $201K. The position accounts for 0.15% of the portfolio, ranked #100.

North Capital first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $202K in Q3 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

North Capital held 2,000 shares of iShares 0-3 Month Treasury Bond ETF worth $201K as of Q2 2026.
North Capital left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of North Capital's portfolio in Q2 2026, its #100 holding.
North Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
North Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $202K in Q3 2025.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.