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Pine Valley Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Pine Valley Investments’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
-25,177
Closed -$2.53M – 639
2026
Q1 		$2.53M Buy
+25,177
New +$2.53M 0.12% 176

Other funds holding SGOV

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 22.94% 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
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Pine Valley Investments's SGOV Position: Q2 2026 in Review

Pine Valley Investments sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 25,177 shares — an estimated $2.53M sold.

Pine Valley Investments first reported a position in SGOV in Q1 2026 and held it in 1 quarter. The position peaked at $2.53M in Q1 2026. 749 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Pine Valley Investments reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Pine Valley Investments sold 25,177 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.53M.
  • Pine Valley Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Pine Valley Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $2.53M in Q1 2026.
  • 749 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.