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Park Avenue Securities’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Park Avenue Securities’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 		$16.1M Buy
160,029
+43,417
+37% +$4.37M 0.1% 163
2026
Q1 		$11.7M Buy
116,612
+24,827
+27% +$2.5M 0.09% 168
2025
Q4 		$9.21M Buy
91,785
+12,039
+15% +$1.21M 0.08% 203
2025
Q3 		$8.03M Sell
79,746
-3,319
-4% -$334K 0.06% 231
2025
Q2 		$8.36M Buy
83,065
+71,626
+626% +$7.2M 0.08% 187
2025
Q1 		$1.15M Sell
11,439
-6,903
-38% -$694K 0.01% 564
2024
Q4 		$1.84M Buy
18,342
+6,783
+59% +$681K 0.02% 511
2024
Q3 		$1.16M Sell
11,559
-5,103
-31% -$513K 0.01% 615
2024
Q2 		$1.68M Buy
16,662
+7,467
+81% +$751K 0.02% 471
2024
Q1 		$926K Buy
9,195
+3,687
+67% +$371K 0.01% 705
2023
Q4 		$552K Sell
5,508
-384
-7% -$38.6K 0.01% 865
2023
Q3 		$593K Buy
+5,892
New +$592K 0.01% 768

Other funds holding SGOV

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

Park Avenue Securities's SGOV Position: Q2 2026 in Review

Park Avenue Securities increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 37% in Q2 2026, buying an estimated $4.37M and bringing the position to 160,029 shares worth $16.1M. The position accounts for 0.1% of the portfolio, ranked #163.

Park Avenue Securities first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Park Avenue Securities held 160,029 shares of iShares 0-3 Month Treasury Bond ETF worth $16.1M as of Q2 2026.
  • Park Avenue Securities bought 43,417 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.37M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.1% of Park Avenue Securities's portfolio in Q2 2026, its #163 holding.
  • Park Avenue Securities first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.