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Paragon Capital Management (Utah)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Paragon Capital Management (Utah)’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
-5,200
Closed -$523K – 86
2026
Q1 		$523K Sell
5,200
-12,000
-70% -$1.21M 0.44% 61
2025
Q4 		$1.73M Buy
+17,200
New +$1.73M 1.34% 19

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CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

Paragon Capital Management (Utah)'s SGOV Position: Q2 2026 in Review

Paragon Capital Management (Utah) sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 5,200 shares — an estimated $523K sold.

Paragon Capital Management (Utah) first reported a position in SGOV in Q4 2025 and held it in 2 quarters. The position peaked at $1.73M in Q4 2025. 799 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Paragon Capital Management (Utah) reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Paragon Capital Management (Utah) sold 5,200 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $523K.
  • Paragon Capital Management (Utah) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and held it in 2 quarters.
  • Paragon Capital Management (Utah)'s iShares 0-3 Month Treasury Bond ETF position peaked at $1.73M in Q4 2025.
  • 799 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Paragon Capital Management (Utah)'s 13F filing for Q2 2026, filed 22 Jul 2026.