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

Parsons Capital Management’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
-2,275
Closed -$229K – 533
2026
Q1 		$229K Buy
+2,275
New +$229K 0.01% 459

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CI
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Wealth Enhancement Advisory Services
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FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WC
Westerkirk Capital Victoria $1.04B AUM 28.18% 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

Parsons Capital Management's SGOV Position: Q2 2026 in Review

Parsons Capital Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 2,275 shares — an estimated $229K sold.

Parsons Capital Management first reported a position in SGOV in Q1 2026 and held it in 1 quarter. The position peaked at $229K in Q1 2026. 926 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Parsons Capital Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Parsons Capital Management sold 2,275 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $229K.
  • Parsons Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Parsons Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $229K in Q1 2026.
  • 926 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.