PKS Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

PKS Advisory Services’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	$402K	Buy	3,991 +336	+9%	+$33.8K	0.06%	256
2026 Q1	$368K	Buy	3,655 +913	+33%	+$91.8K	0.09%	189
2025 Q4	$275K	Buy	+2,742	New	+$276K	0.06%	210
2025 Q2	–	Sell	-8,201	Closed	-$826K	–	274
2025 Q1	$826K	Buy	8,201 +5,502	+204%	+$553K	0.23%	92
2024 Q4	$271K	Buy	+2,699	New	+$271K	0.07%	198

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PKS Advisory Services's SGOV Position: Q2 2026 in Review

PKS Advisory Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.2% in Q2 2026, buying an estimated $33.8K and bringing the position to 3,991 shares worth $402K. The position accounts for 0.06% of the portfolio, ranked #256.

PKS Advisory Services first reported a position in SGOV in Q4 2024 and has held it in 5 quarters since. The position peaked at $826K in Q1 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

PKS Advisory Services held 3,991 shares of iShares 0-3 Month Treasury Bond ETF worth $402K as of Q2 2026.
PKS Advisory Services bought 336 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $33.8K.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of PKS Advisory Services's portfolio in Q2 2026, its #256 holding.
PKS Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
PKS Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $826K in Q1 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.